CMF
FISV

Counterpoint Mutual Funds’s Fiserv Inc FISV Stock Holding History

Counterpoint Mutual Funds’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 		$853K Sell
15,281
-39,360
-72% -$2.44M 0.13% 78
2025
Q4 		$3.67M Buy
+54,641
New +$4.57M 0.27% 12

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Counterpoint Mutual Funds's FISV Position: Q1 2026 in Review

Counterpoint Mutual Funds reduced its Fiserv Inc (FISV) stake by 72% in Q1 2026, selling an estimated $2.44M and leaving 15,281 shares worth $853K. The position accounts for 0.13% of the portfolio, ranked #78.

Counterpoint Mutual Funds first reported a position in FISV in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.67M in Q4 2025. 1,253 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Counterpoint Mutual Funds held 15,281 shares of Fiserv Inc worth $853K as of Q1 2026.
  • Counterpoint Mutual Funds sold 39,360 Fiserv Inc shares in Q1 2026, an estimated $2.44M.
  • Fiserv Inc made up 0.13% of Counterpoint Mutual Funds's portfolio in Q1 2026, its #78 holding.
  • Counterpoint Mutual Funds first reported a position in Fiserv Inc in Q4 2025 and has held it in 2 quarters since.
  • Counterpoint Mutual Funds's Fiserv Inc position peaked at $3.67M in Q4 2025.
  • 1,253 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.