EFM
FISV

Eley Financial Management’s Fiserv Inc FISV Stock Holding History

Eley Financial 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 		– Sell
-33,133
Closed -$2.23M – 71
2025
Q4 		$2.23M Sell
33,133
-2,623
-7% -$220K 0.8% 37
2025
Q3 		$4.61M Buy
35,756
+618
+2% +$88.6K 1.66% 20
2025
Q2 		$6.06M Sell
35,138
-95
-0.3% -$17.2K 2.33% 11
2025
Q1 		$7.82M Sell
35,233
-595
-2% -$130K 3.14% 6
2024
Q4 		$7.36M Sell
35,828
-722
-2% -$147K 2.87% 9
2024
Q3 		$6.57M Sell
36,550
-837
-2% -$138K 2.64% 10
2024
Q2 		$5.57M Sell
37,387
-94
-0.3% -$14.2K 2.36% 9
2024
Q1 		$5.99M Buy
37,481
+200
+0.5% +$29.1K 2.58% 8
2023
Q4 		$4.95M Sell
37,281
-28
-0.1% -$3.44K 2.32% 10
2023
Q3 		$4.24M Sell
37,309
-233
-0.6% -$28.7K 2.16% 14
2023
Q2 		$4.74M Buy
37,542
+147
+0.4% +$17.3K 2.31% 11
2023
Q1 		$4.23M Sell
37,395
-669
-2% -$73.6K 2.18% 12
2022
Q4 		$3.85M Buy
+38,064
New +$3.79M 2.07% 14

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 $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eley Financial Management's FISV Position: Q1 2026 in Review

Eley Financial Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 33,133 shares — an estimated $2.23M sold.

Eley Financial Management first reported a position in FISV in Q4 2022 and held it in 13 quarters. The position peaked at $7.82M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Eley Financial Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Eley Financial Management sold 33,133 Fiserv Inc shares in Q1 2026, an estimated $2.23M.
  • Eley Financial Management first reported a position in Fiserv Inc in Q4 2022 and held it in 13 quarters.
  • Eley Financial Management's Fiserv Inc position peaked at $7.82M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

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