COWA LLC’s Fiserv Inc FISV Stock Holding History

COWA LLC’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 Q3	$490K	Sell	10,841 -500	-4%	-$25.6K	0.12%	112
2026 Q2	$556K	Buy	11,341 +4,641	+69%	+$259K	0.14%	105
2026 Q1	$374K	Buy	6,700 +1,637	+32%	+$101K	0.1%	120
2025 Q4	$340K	Buy	+5,063	New	+$424K	0.1%	120
2024 Q4	–	Sell	-2,071	Closed	-$372K	–	129
2024 Q3	$372K	Hold	2,071	–	–	0.18%	92
2024 Q2	$309K	Sell	2,071 -38	-2%	-$5.75K	0.16%	94
2024 Q1	$337K	Sell	2,109 -1,076	-34%	-$157K	0.2%	89
2023 Q4	$423K	Hold	3,185	–	–	0.26%	70
2023 Q3	$360K	Hold	3,185	–	–	0.24%	73
2023 Q2	$402K	Buy	3,185 +90	+3%	+$10.6K	0.26%	67
2023 Q1	$350K	Hold	3,095	–	–	0.29%	76
2022 Q4	$313K	Sell	3,095 -191	-6%	-$19K	0.19%	91
2022 Q3	$307K	Buy	3,286 +527	+19%	+$53.7K	0.2%	87
2022 Q2	$245K	Sell	2,759 -49	-2%	-$4.75K	0.14%	107
2022 Q1	$285K	Buy	+2,808	New	+$284K	0.14%	103

Other funds holding FISV

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Pittenger & Anderson Inc Lincoin, Nebraska $2.78B AUM 11.69% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

COWA LLC's FISV Position: Q3 2026 in Review

COWA LLC reduced its Fiserv Inc (FISV) stake by 4.4% in Q3 2026, selling an estimated $25.6K and leaving 10,841 shares worth $490K. The position accounts for 0.12% of the portfolio, ranked #112.

COWA LLC first reported a position in FISV in Q1 2022 and has held it in 15 quarters since. The position peaked at $556K in Q2 2026. 436 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

COWA LLC held 10,841 shares of Fiserv Inc worth $490K as of Q3 2026.
COWA LLC sold 500 Fiserv Inc shares in Q3 2026, an estimated $25.6K.
Fiserv Inc made up 0.12% of COWA LLC's portfolio in Q3 2026, its #112 holding.
COWA LLC first reported a position in Fiserv Inc in Q1 2022 and has held it in 15 quarters since.
COWA LLC's Fiserv Inc position peaked at $556K in Q2 2026.
436 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.