Corient Private Wealth
FISV

Corient Private Wealth’s Fiserv Inc FISV Stock Holding History

Corient Private Wealth’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
Q1 		$10.4M Sell
187,342
-233,199
-55% -$14.4M 0.01% 613
2025
Q4 		$28.1M Sell
420,541
-174,176
-29% -$14.6M 0.02% 489
2025
Q3 		$76.7M Buy
594,717
+3,992
+0.7% +$572K 0.12% 172
2025
Q2 		$102M Sell
590,725
-30,170
-5% -$5.47M 0.14% 152
2025
Q1 		$137M Buy
620,895
+146,682
+31% +$32.1M 0.22% 105
2024
Q4 		$97.4M Buy
474,213
+20,535
+5% +$4.19M 0.16% 141
2024
Q3 		$81.5M Buy
453,678
+12,230
+3% +$2.02M 0.13% 163
2024
Q2 		$65.8M Buy
441,448
+6,254
+1% +$947K 0.11% 181
2024
Q1 		$69.6M Buy
435,194
+4,018
+0.9% +$585K 0.12% 175
2023
Q4 		$57.3M Sell
431,176
-15,648
-4% -$1.92M 0.11% 197
2023
Q3 		$50.5M Sell
446,824
-91,251
-17% -$11.2M 0.12% 185
2023
Q2 		$67.9M Buy
538,075
+217,277
+68% +$25.6M 0.16% 146
2023
Q1 		$36.3M Buy
320,798
+4,764
+2% +$524K 0.1% 203
2022
Q4 		$31.9M Buy
+316,034
New +$31.5M 0.12% 194

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's FISV Position: Q1 2026 in Review

Corient Private Wealth reduced its Fiserv Inc (FISV) stake by 55% in Q1 2026, selling an estimated $14.4M and leaving 187,342 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #613.

Corient Private Wealth first reported a position in FISV in Q4 2022 and has held it in 14 quarters since. The position peaked at $137M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Corient Private Wealth held 187,342 shares of Fiserv Inc worth $10.4M as of Q1 2026.
  • Corient Private Wealth sold 233,199 Fiserv Inc shares in Q1 2026, an estimated $14.4M.
  • Fiserv Inc made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #613 holding.
  • Corient Private Wealth first reported a position in Fiserv Inc in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Fiserv Inc position peaked at $137M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.