EP
FISV

Essential Partners’s Fiserv Inc FISV Stock Holding History

Essential 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
Q2 		$51K Sell
1,040
-455
-30% -$25.4K 0.02% 611
2026
Q1 		$83.4K Sell
1,495
-3
-0.2% -$186 0.03% 468
2025
Q4 		$101K Sell
1,498
-257
-15% -$21.5K 0.03% 442
2025
Q3 		$226K Buy
1,755
+1,734
+8,257% +$248K 0.07% 295
2025
Q2 		$3.62K Buy
+21
New +$3.81K ﹤0.01% 1143

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Essential Partners's FISV Position: Q2 2026 in Review

Essential Partners reduced its Fiserv Inc (FISV) stake by 30% in Q2 2026, selling an estimated $25.4K and leaving 1,040 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #611.

Essential Partners first reported a position in FISV in Q2 2025 and has held it in 5 quarters since. The position peaked at $226K in Q3 2025. 1,146 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Essential Partners held 1,040 shares of Fiserv Inc worth $51K as of Q2 2026.
  • Essential Partners sold 455 Fiserv Inc shares in Q2 2026, an estimated $25.4K.
  • Fiserv Inc made up 0.02% of Essential Partners's portfolio in Q2 2026, its #611 holding.
  • Essential Partners first reported a position in Fiserv Inc in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Fiserv Inc position peaked at $226K in Q3 2025.
  • 1,146 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.