CGA
FISV

Crescent Grove Advisors’s Fiserv Inc FISV Stock Holding History

Crescent Grove Advisors’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 		$4.59M Buy
82,289
+2,534
+3% +$157K 0.44% 56
2025
Q4 		$5.36M Buy
+79,755
New +$6.68M 0.5% 44
2025
Q1 		– Sell
-1,094
Closed -$225K – 275
2024
Q4 		$225K Buy
+1,094
New +$223K 0.02% 256
2023
Q4 		– Sell
-27,004
Closed -$3.05M – 288
2023
Q3 		$3.05M Sell
27,004
-1,550
-5% -$191K 0.38% 46
2023
Q2 		$3.6M Sell
28,554
-53
-0.2% -$6.24K 0.39% 52
2023
Q1 		$3.23M Buy
28,607
+4,607
+19% +$507K 0.38% 47
2022
Q4 		$2.43M Sell
24,000
-2,890
-11% -$288K 0.25% 63
2022
Q3 		$2.52M Sell
26,890
-9,050
-25% -$922K 0.29% 48
2022
Q2 		$3.2M Sell
35,940
-1,521
-4% -$148K 0.34% 41
2022
Q1 		$3.8M Buy
37,461
+1,092
+3% +$111K 0.37% 40
2021
Q4 		$3.77M Buy
36,369
+906
+3% +$93.7K 0.35% 43
2021
Q3 		$3.85M Hold
35,463
– – 0.41% 39
2021
Q2 		$3.79M Buy
35,463
+2,790
+9% +$324K 0.4% 42
2021
Q1 		$3.89M Buy
32,673
+2,964
+10% +$340K 0.46% 37
2020
Q4 		$3.38M Hold
29,709
– – 0.44% 39
2020
Q3 		$3.06M Sell
29,709
-2,300
-7% -$229K 0.61% 35
2020
Q2 		$3.13M Hold
32,009
– – 0.66% 31
2020
Q1 		$3.04M Buy
32,009
+3,905
+14% +$434K 0.68% 30
2019
Q4 		$3.25M Buy
28,104
+52
+0.2% +$5.74K 0.56% 35
2019
Q3 		$2.91M Sell
28,052
-881
-3% -$89.9K 0.56% 34
2019
Q2 		$2.64M Hold
28,933
– – 0.5% 35
2019
Q1 		$2.55M Buy
28,933
+3,028
+12% +$250K 0.52% 32
2018
Q4 		$1.9M Buy
25,905
+25
+0.1% +$1.93K 0.41% 42
2018
Q3 		$2.13M Buy
25,880
+117
+0.5% +$9.18K 0.46% 36
2018
Q2 		$1.91M Buy
25,763
+196
+0.8% +$14.2K 0.47% 38
2018
Q1 		$1.82M Sell
25,567
-1,411
-5% -$99.2K 0.45% 37
2017
Q4 		$1.77M Sell
26,978
-5,254
-16% -$339K 0.44% 38
2017
Q3 		$2.08M Buy
32,232
+172
+0.5% +$10.7K 0.53% 32
2017
Q2 		$1.96M Buy
+32,060
New +$1.94M 0.57% 32

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

Crescent Grove Advisors's FISV Position: Q1 2026 in Review

Crescent Grove Advisors increased its Fiserv Inc (FISV) stake by 3.2% in Q1 2026, buying an estimated $157K and bringing the position to 82,289 shares worth $4.59M. The position accounts for 0.44% of the portfolio, ranked #56.

Crescent Grove Advisors first reported a position in FISV in Q2 2017 and has held it in 29 quarters since. The position peaked at $5.36M in Q4 2025. 1,255 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Crescent Grove Advisors held 82,289 shares of Fiserv Inc worth $4.59M as of Q1 2026.
  • Crescent Grove Advisors bought 2,534 Fiserv Inc shares in Q1 2026, an estimated $157K.
  • Fiserv Inc made up 0.44% of Crescent Grove Advisors's portfolio in Q1 2026, its #56 holding.
  • Crescent Grove Advisors first reported a position in Fiserv Inc in Q2 2017 and has held it in 29 quarters since.
  • Crescent Grove Advisors's Fiserv Inc position peaked at $5.36M in Q4 2025.
  • 1,255 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.