Cox Capital 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 | $360K | Sell |
7,333
-11,731
| -62% | -$656K | 0.2% | 68 |
|
|
2026
Q1 | $1.06M | Buy |
19,064
+699
| +4% | +$43.3K | 0.71% | 47 |
|
|
2025
Q4 | $1.23M | Sell |
18,365
-775
| -4% | -$64.9K | 0.76% | 36 |
|
|
2025
Q3 | $2.47M | Buy |
19,140
+64
| +0.3% | +$9.17K | 1.61% | 23 |
|
|
2025
Q2 | $3.29M | Sell |
19,076
-334
| -2% | -$60.6K | 2.24% | 18 |
|
|
2025
Q1 | $4.29M | Sell |
19,410
-503
| -3% | -$110K | 3.13% | 12 |
|
|
2024
Q4 | $4.09M | Sell |
19,913
-16,903
| -46% | -$3.45M | 2.63% | 11 |
|
|
2024
Q3 | $6.61M | Sell |
36,816
-13,565
| -27% | -$2.24M | 3.96% | 2 |
|
|
2024
Q2 | $7.51M | Sell |
50,381
-926
| -2% | -$140K | 4.54% | 2 |
|
|
2024
Q1 | $8.2M | Sell |
51,307
-1,220
| -2% | -$178K | 5.05% | 1 |
|
|
2023
Q4 | $6.98M | Sell |
52,527
-1,292
| -2% | -$159K | 4.55% | 1 |
|
|
2023
Q3 | $6.08M | Buy |
53,819
+1,689
| +3% | +$208K | 4.28% | 1 |
|
|
2023
Q2 | $6.58M | Sell |
52,130
-1,836
| -3% | -$216K | 4.85% | 1 |
|
|
2023
Q1 | $6.1M | Sell |
53,966
-600
| -1% | -$66K | 4.41% | 1 |
|
|
2022
Q4 | $5.51M | Buy |
54,566
+2,250
| +4% | +$224K | 3.59% | 1 |
|
|
2022
Q3 | $4.89M | Buy |
52,316
+1,738
| +3% | +$177K | 3.56% | 1 |
|
|
2022
Q2 | $4.5M | Sell |
50,578
-957
| -2% | -$92.8K | 3.07% | 1 |
|
|
2022
Q1 | $5.23M | Buy |
51,535
+1,097
| +2% | +$111K | 3.29% | 1 |
|
|
2021
Q4 | $5.24M | Buy |
50,438
+11,878
| +31% | +$1.23M | 3.1% | 1 |
|
|
2021
Q3 | $4.18M | Buy |
38,560
+1,442
| +4% | +$161K | 2.82% | 1 |
|
|
2021
Q2 | $3.97M | Buy |
37,118
+1,888
| +5% | +$219K | 2.66% | 2 |
|
|
2021
Q1 | $4.19M | Buy |
35,230
+158
| +0.5% | +$18.1K | 2.91% | 2 |
|
|
2020
Q4 | $3.99M | Buy |
35,072
+1,159
| +3% | +$125K | 3.04% | 2 |
|
|
2020
Q3 | $3.5M | Buy |
33,913
+14,905
| +78% | +$1.48M | 3.08% | 2 |
|
|
2020
Q2 | $1.86M | Sell |
19,008
-168
| -0.9% | -$16.9K | 1.83% | 18 |
|
|
2020
Q1 | $2.22M | Hold |
19,176
| – | – | 1.93% | 15 |
|
|
2019
Q4 | $2.22M | Buy |
19,176
+167
| +0.9% | +$18.4K | 2.02% | 15 |
|
|
2019
Q3 | $1.97M | Buy |
19,009
+161
| +0.9% | +$16.4K | 1.92% | 19 |
|
|
2019
Q2 | $1.72M | Sell |
18,848
-236
| -1% | -$20.7K | 1.74% | 23 |
|
|
2019
Q1 | $1.69M | Sell |
19,084
-200
| -1% | -$16.5K | 1.82% | 23 |
|
|
2018
Q4 | $1.6M | Buy |
19,284
+194
| +1% | +$15K | 1.87% | 22 |
|
|
2018
Q3 | $1.57M | Buy |
19,090
+114
| +0.6% | +$8.95K | 1.67% | 26 |
|
|
2018
Q2 | $1.41M | Buy |
+18,976
| New | +$1.38M | 1.7% | 26 |
|
Other funds holding FISV
CB
Cox Capital Management's FISV Position: Q2 2026 in Review
Cox Capital Management reduced its Fiserv Inc (FISV) stake by 62% in Q2 2026, selling an estimated $656K and leaving 7,333 shares worth $360K. The position accounts for 0.2% of the portfolio, ranked #68.
Cox Capital Management first reported a position in FISV in Q2 2018 and has held it in 33 quarters since. The position peaked at $8.2M in Q1 2024. 802 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Cox Capital Management held 7,333 shares of Fiserv Inc worth $360K as of Q2 2026.
- Cox Capital Management sold 11,731 Fiserv Inc shares in Q2 2026, an estimated $656K.
- Fiserv Inc made up 0.2% of Cox Capital Management's portfolio in Q2 2026, its #68 holding.
- Cox Capital Management first reported a position in Fiserv Inc in Q2 2018 and has held it in 33 quarters since.
- Cox Capital Management's Fiserv Inc position peaked at $8.2M in Q1 2024.
- 802 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.