EPIQ Partners’s Fiserv Inc FISV Stock Holding History

EPIQ Partners’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	-3,008	Closed	-$202K	–	85
2025 Q4	$202K	Hold	3,008	–	–	0.09%	74
2025 Q3	$388K	Sell	3,008 -15	-0.5%	-$2.15K	0.18%	56
2025 Q2	$521K	Buy	3,023 +45	+2%	+$8.16K	0.27%	51
2025 Q1	$658K	Hold	2,978	–	–	0.35%	50
2024 Q4	$612K	Hold	2,978	–	–	0.33%	49
2024 Q3	$535K	Sell	2,978 -443	-13%	-$73.1K	0.3%	51
2024 Q2	$510K	Buy	3,421 +14	+0.4%	+$2.12K	0.35%	47
2024 Q1	$545K	Sell	3,407 -179	-5%	-$26.1K	0.36%	48
2023 Q4	$476K	Hold	3,586	–	–	0.34%	45
2023 Q3	$405K	Hold	3,586	–	–	0.31%	49
2023 Q2	$452K	Hold	3,586	–	–	0.31%	50
2023 Q1	$405K	Buy	3,586 +560	+19%	+$61.6K	0.28%	51
2022 Q4	$306K	Buy	3,026 +546	+22%	+$54.4K	0.2%	61
2022 Q3	$232K	Hold	2,480	–	–	0.14%	73
2022 Q2	$221K	Sell	2,480 -400	-14%	-$38.8K	0.14%	76
2022 Q1	$292K	Hold	2,880	–	–	0.16%	75
2021 Q4	$299K	Sell	2,880 -400	-12%	-$41.4K	0.16%	74
2021 Q3	$356K	Hold	3,280	–	–	0.16%	74
2021 Q2	$351K	Hold	3,280	–	–	0.18%	68
2021 Q1	$390K	Hold	3,280	–	–	0.22%	61
2020 Q4	$373K	Hold	3,280	–	–	0.26%	57
2020 Q3	$326K	Hold	3,280	–	–	0.25%	57
2020 Q2	$320K	Hold	3,280	–	–	0.29%	51
2020 Q1	$312K	Hold	3,280	–	–	0.35%	53
2019 Q4	$379K	Buy	+3,280	New	+$362K	0.38%	55

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EPIQ Partners's FISV Position: Q1 2026 in Review

EPIQ Partners sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,008 shares — an estimated $202K sold.

EPIQ Partners first reported a position in FISV in Q4 2019 and held it in 25 quarters. The position peaked at $658K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

EPIQ Partners reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
EPIQ Partners sold 3,008 Fiserv Inc shares in Q1 2026, an estimated $202K.
EPIQ Partners first reported a position in Fiserv Inc in Q4 2019 and held it in 25 quarters.
EPIQ Partners's Fiserv Inc position peaked at $658K in Q1 2025.
1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on EPIQ Partners's 13F filing for Q1 2026, filed 9 Apr 2026.