CPIG
FISV

Chicago Partners Investment Group’s Fiserv Inc FISV Stock Holding History

Chicago Partners Investment Group’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$283K Sell
5,655
-4,624
-45% -$258K 0.01% 1274
2026
Q1 		$650K Buy
10,279
+2,509
+32% +$155K 0.01% 739
2025
Q4 		$525K Buy
7,770
+4,001
+106% +$335K 0.01% 735
2025
Q3 		$476K Buy
3,769
+1,764
+88% +$253K 0.01% 731
2025
Q2 		$287K Buy
2,005
+474
+31% +$86K 0.01% 861
2025
Q1 		$279K Buy
1,531
+23
+2% +$5.04K 0.01% 717
2024
Q4 		$309K Buy
1,508
+23
+2% +$4.7K 0.01% 648
2024
Q3 		$301K Sell
1,485
-48
-3% -$7.92K 0.01% 623
2024
Q2 		$250K Sell
1,533
-37
-2% -$5.6K 0.01% 647
2024
Q1 		$244K Sell
1,570
-449
-22% -$65.4K 0.01% 629
2023
Q4 		$283K Sell
2,019
-118
-6% -$14.5K 0.01% 555
2023
Q3 		$234K Sell
2,137
-120
-5% -$14.8K 0.01% 567
2023
Q2 		$281K Sell
2,257
-140
-6% -$16.5K 0.01% 547
2023
Q1 		$281K Sell
2,397
-144
-6% -$15.8K 0.02% 518
2022
Q4 		$293K Buy
2,541
+144
+6% +$14.3K 0.02% 482
2022
Q3 		$231K Buy
2,397
+117
+5% +$11.9K 0.02% 500
2022
Q2 		$241K Sell
2,280
-16
-0.7% -$1.55K 0.02% 490
2022
Q1 		$216K Sell
2,296
-786
-26% -$79.6K 0.02% 497
2021
Q4 		$302K Buy
3,082
+580
+23% +$60K 0.02% 437
2021
Q3 		$250K Buy
2,502
+20
+0.8% +$2.23K 0.02% 481
2021
Q2 		$276K Sell
2,482
-22
-0.9% -$2.56K 0.02% 443
2021
Q1 		$317K Buy
+2,504
New +$287K 0.03% 387
2018
Q4 		– Sell
-564
Closed -$44K – 524
2018
Q3 		$44K Hold
564
– – 0.01% 542
2018
Q2 		$42K Sell
564
-420
-43% -$30.5K 0.01% 516
2018
Q1 		$70K Buy
984
+420
+74% +$29.5K 0.01% 405
2017
Q4 		$37K Hold
564
– – 0.01% 496
2017
Q3 		$36K Sell
564
-1,284
-69% -$79.8K 0.01% 483
2017
Q2 		$104K Buy
+1,848
New +$112K 0.03% 272
2015
Q1 		– Sell
-130
Closed -$5K – 503
2014
Q4 		$5K Buy
+130
New +$4.45K ﹤0.01% 451

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Chicago Partners Investment Group's FISV Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Fiserv Inc (FISV) stake by 45% in Q2 2026, selling an estimated $258K and leaving 5,655 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #1274.

Chicago Partners Investment Group first reported a position in FISV in Q4 2014 and has held it in 29 quarters since. The position peaked at $650K in Q1 2026. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Chicago Partners Investment Group held 5,655 shares of Fiserv Inc worth $283K as of Q2 2026.
  • Chicago Partners Investment Group sold 4,624 Fiserv Inc shares in Q2 2026, an estimated $258K.
  • Fiserv Inc made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1274 holding.
  • Chicago Partners Investment Group first reported a position in Fiserv Inc in Q4 2014 and has held it in 29 quarters since.
  • Chicago Partners Investment Group's Fiserv Inc position peaked at $650K in Q1 2026.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.