CF
FISV

Convergence Financial’s Fiserv Inc FISV Stock Holding History

Convergence Financial’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 		– Sell
-11,042
Closed -$616K – 279
2026
Q1 		$616K Buy
11,042
+506
+5% +$31.3K 0.07% 135
2025
Q4 		$708K Buy
10,536
+1,851
+21% +$155K 0.1% 102
2025
Q3 		$1.12M Buy
8,685
+103
+1% +$14.8K 0.17% 76
2025
Q2 		$1.48M Buy
8,582
+183
+2% +$33.2K 0.25% 61
2025
Q1 		$1.85M Buy
8,399
+343
+4% +$75.1K 0.36% 46
2024
Q4 		$1.65M Buy
8,056
+133
+2% +$27.2K 0.33% 47
2024
Q3 		$1.42M Buy
7,923
+3,006
+61% +$496K 0.3% 51
2024
Q2 		$733K Buy
+4,917
New +$744K 0.19% 68

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

Convergence Financial's FISV Position: Q2 2026 in Review

Convergence Financial sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 11,042 shares — an estimated $616K sold.

Convergence Financial first reported a position in FISV in Q2 2024 and held it in 8 quarters. The position peaked at $1.85M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Convergence Financial reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Convergence Financial sold 11,042 Fiserv Inc shares in Q2 2026, an estimated $616K.
  • Convergence Financial first reported a position in Fiserv Inc in Q2 2024 and held it in 8 quarters.
  • Convergence Financial's Fiserv Inc position peaked at $1.85M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.