Crescent Grove Advisors’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 | $5.69M | Buy |
115,905
+33,616
| +41% | +$1.88M | 0.47% | 48 |
|
|
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
Crescent Grove Advisors's FISV Position: Q2 2026 in Review
Crescent Grove Advisors increased its Fiserv Inc (FISV) stake by 41% in Q2 2026, buying an estimated $1.88M and bringing the position to 115,905 shares worth $5.69M. The position accounts for 0.47% of the portfolio, ranked #48.
Crescent Grove Advisors first reported a position in FISV in Q2 2017 and has held it in 30 quarters since. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Crescent Grove Advisors held 115,905 shares of Fiserv Inc worth $5.69M as of Q2 2026.
- Crescent Grove Advisors bought 33,616 Fiserv Inc shares in Q2 2026, an estimated $1.88M.
- Fiserv Inc made up 0.47% of Crescent Grove Advisors's portfolio in Q2 2026, its #48 holding.
- Crescent Grove Advisors first reported a position in Fiserv Inc in Q2 2017 and has held it in 30 quarters since.
- 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.