Clark Asset Management’s Fiserv Inc FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$265K Sell
5,396
-64
-1% -$3.58K 0.02% 235
2026
Q1
$305K Buy
5,460
+64
+1% +$3.96K 0.03% 181
2025
Q4
$362K Buy
5,396
+266
+5% +$22.3K 0.04% 152
2025
Q3
$661K Hold
5,130
0.08% 97
2025
Q2
$884K Buy
5,130
+4,050
+375% +$734K 0.12% 69
2025
Q1
$238K Hold
1,080
0.04% 134
2024
Q4
$222K Buy
+1,080
New +$220K 0.04% 129

Other funds holding FISV

Clark Asset Management's FISV Position: Q2 2026 in Review

Clark Asset Management reduced its Fiserv Inc (FISV) stake by 1.2% in Q2 2026, selling an estimated $3.58K and leaving 5,396 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #235.

Clark Asset Management first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $884K in Q2 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Clark Asset Management held 5,396 shares of Fiserv Inc worth $265K as of Q2 2026.
  • Clark Asset Management sold 64 Fiserv Inc shares in Q2 2026, an estimated $3.58K.
  • Fiserv Inc made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #235 holding.
  • Clark Asset Management first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
  • Clark Asset Management's Fiserv Inc position peaked at $884K in Q2 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.