DCM
FISV

Dorato Capital Management’s Fiserv Inc FISV Stock Holding History

Dorato Capital 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
Q2 		$317K Sell
6,285
-192
-3% -$10.7K 0.22% 87
2026
Q1 		$367K Hold
6,477
– – 0.27% 77
2025
Q4 		$437K Buy
+6,477
New +$542K 0.33% 72

Other funds holding FISV

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Dorato Capital Management's FISV Position: Q2 2026 in Review

Dorato Capital Management reduced its Fiserv Inc (FISV) stake by 3% in Q2 2026, selling an estimated $10.7K and leaving 6,285 shares worth $317K. The position accounts for 0.22% of the portfolio, ranked #87.

Dorato Capital Management first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $437K in Q4 2025. 587 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Dorato Capital Management held 6,285 shares of Fiserv Inc worth $317K as of Q2 2026.
  • Dorato Capital Management sold 192 Fiserv Inc shares in Q2 2026, an estimated $10.7K.
  • Fiserv Inc made up 0.22% of Dorato Capital Management's portfolio in Q2 2026, its #87 holding.
  • Dorato Capital Management first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Fiserv Inc position peaked at $437K in Q4 2025.
  • 587 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.