CAM
FISV

Cresset Asset Management’s Fiserv Inc FISV Stock Holding History

Cresset Asset Management’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 		$505K Sell
9,058
-3,086
-25% -$191K ﹤0.01% 1061
2025
Q4 		$816K Buy
12,144
+2,260
+23% +$189K ﹤0.01% 876
2025
Q3 		$1.27M Buy
9,884
+262
+3% +$37.5K 0.01% 665
2025
Q2 		$1.66M Sell
9,622
-3,378
-26% -$613K 0.01% 546
2025
Q1 		$2.87M Buy
13,000
+531
+4% +$116K 0.01% 442
2024
Q4 		$2.56M Sell
12,469
-30,972
-71% -$6.32M 0.01% 482
2024
Q3 		$7.8M Buy
43,441
+1,297
+3% +$214K 0.03% 366
2024
Q2 		$6.28M Buy
42,144
+8,169
+24% +$1.24M 0.03% 380
2024
Q1 		$5.43M Buy
33,975
+4,607
+16% +$671K 0.03% 368
2023
Q4 		$3.9M Buy
29,368
+2,443
+9% +$300K 0.02% 393
2023
Q3 		$3.04M Buy
26,925
+2,019
+8% +$249K 0.01% 431
2023
Q2 		$3.14M Buy
24,906
+20,888
+520% +$2.46M ﹤0.01% 522
2023
Q1 		$454K Sell
4,018
-1,182
-23% -$130K 0.01% 514
2022
Q4 		$335K Sell
5,200
-741
-12% -$73.8K ﹤0.01% 510
2022
Q3 		$556K Buy
5,941
+85
+1% +$8.66K 0.01% 477
2022
Q2 		$510K Buy
5,856
+198
+3% +$19.2K 0.01% 567
2022
Q1 		$574K Sell
5,658
-1,608
-22% -$163K 0.01% 564
2021
Q4 		$755K Sell
7,266
-3,447
-32% -$356K 0.01% 543
2021
Q3 		$1.16M Buy
10,713
+1,124
+12% +$126K 0.02% 345
2021
Q2 		$1.02M Buy
9,589
+554
+6% +$64.4K 0.01% 350
2021
Q1 		$1.08M Buy
9,035
+1,967
+28% +$226K 0.02% 282
2020
Q4 		$805K Buy
7,068
+1,257
+22% +$135K 0.01% 285
2020
Q3 		$598K Sell
5,811
-1,003
-15% -$99.9K 0.01% 347
2020
Q2 		$665K Buy
6,814
+742
+12% +$74.7K 0.01% 284
2020
Q1 		$577K Sell
6,072
-662
-10% -$73.5K 0.02% 261
2019
Q4 		$779K Buy
6,734
+511
+8% +$56.4K 0.02% 240
2019
Q3 		$645K Buy
6,223
+1,838
+42% +$188K 0.02% 231
2019
Q2 		$400K Sell
4,385
-174
-4% -$15.2K 0.01% 281
2019
Q1 		$402K Buy
4,559
+2,002
+78% +$165K 0.02% 216
2018
Q4 		$188K Buy
+2,557
New +$198K 0.01% 221

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cresset Asset Management's FISV Position: Q1 2026 in Review

Cresset Asset Management reduced its Fiserv Inc (FISV) stake by 25% in Q1 2026, selling an estimated $191K and leaving 9,058 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Cresset Asset Management first reported a position in FISV in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.8M in Q3 2024. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Cresset Asset Management held 9,058 shares of Fiserv Inc worth $505K as of Q1 2026.
  • Cresset Asset Management sold 3,086 Fiserv Inc shares in Q1 2026, an estimated $191K.
  • Fiserv Inc made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1061 holding.
  • Cresset Asset Management first reported a position in Fiserv Inc in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Fiserv Inc position peaked at $7.8M in Q3 2024.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.