EFS
FISV

Essex Financial Services’s Fiserv Inc FISV Stock Holding History

Essex Financial Services’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 		$214K Buy
4,355
+415
+11% +$23.2K 0.01% 783
2026
Q1 		$220K Buy
+3,940
New +$244K 0.01% 721
2025
Q4 		– Sell
-3,341
Closed -$431K – 791
2025
Q3 		$431K Buy
3,341
+382
+13% +$54.7K 0.03% 467
2025
Q2 		$510K Sell
2,959
-452
-13% -$82K 0.03% 404
2025
Q1 		$753K Buy
3,411
+654
+24% +$143K 0.05% 293
2024
Q4 		$566K Buy
2,757
+262
+11% +$53.5K 0.04% 352
2024
Q3 		$498K Sell
2,495
-13
-0.5% -$2.14K 0.04% 382
2024
Q2 		$402K Buy
2,508
+376
+18% +$56.9K 0.03% 416
2024
Q1 		$341K Buy
2,132
+214
+11% +$31.2K 0.03% 393
2023
Q4 		$255K Buy
+1,918
New +$235K 0.03% 432
2023
Q3 		– Sell
-1,660
Closed -$209K – 478
2023
Q2 		$209K Sell
1,660
-1,168
-41% -$137K 0.02% 441
2023
Q1 		$320K Sell
2,828
-331
-10% -$36.4K 0.03% 364
2022
Q4 		$319K Sell
3,159
-13
-0.4% -$1.29K 0.03% 348
2022
Q3 		$297K Buy
3,172
+90
+3% +$9.17K 0.04% 342
2022
Q2 		$274K Sell
3,082
-178
-5% -$17.3K 0.03% 377
2022
Q1 		$331K Sell
3,260
-60
-2% -$6.07K 0.03% 351
2021
Q4 		$345K Buy
3,320
+107
+3% +$11.1K 0.03% 341
2021
Q3 		$349K Buy
3,213
+202
+7% +$22.6K 0.04% 320
2021
Q2 		$322K Buy
+3,011
New +$350K 0.05% 315
2020
Q1 		– Sell
-2,134
Closed -$247K – 255
2019
Q4 		$247K Buy
2,134
+30
+1% +$3.31K 0.07% 233
2019
Q3 		$218K Buy
+2,104
New +$215K 0.07% 229
2016
Q4 		– Sell
-4,104
Closed -$204K – 328
2016
Q3 		$204K Hold
4,104
– – 0.05% 287
2016
Q2 		$223K Hold
4,104
– – 0.05% 273
2016
Q1 		$210K Buy
+4,104
New +$195K 0.05% 282

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Essex Financial Services's FISV Position: Q2 2026 in Review

Essex Financial Services increased its Fiserv Inc (FISV) stake by 11% in Q2 2026, buying an estimated $23.2K and bringing the position to 4,355 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #783.

Essex Financial Services first reported a position in FISV in Q1 2016 and has held it in 24 quarters since. The position peaked at $753K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Essex Financial Services held 4,355 shares of Fiserv Inc worth $214K as of Q2 2026.
  • Essex Financial Services bought 415 Fiserv Inc shares in Q2 2026, an estimated $23.2K.
  • Fiserv Inc made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #783 holding.
  • Essex Financial Services first reported a position in Fiserv Inc in Q1 2016 and has held it in 24 quarters since.
  • Essex Financial Services's Fiserv Inc position peaked at $753K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.