EPIM
FISV

Evelyn Partners Investment Management’s Fiserv Inc FISV Stock Holding History

Evelyn Partners Investment 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 		$13.9K Hold
250
– – ﹤0.01% 346
2025
Q4 		$16.8K Sell
250
-200
-44% -$16.7K ﹤0.01% 345
2025
Q3 		$58K Hold
450
– – ﹤0.01% 273
2025
Q2 		$77.6K Sell
450
-250
-36% -$45.3K ﹤0.01% 255
2025
Q1 		$155K Hold
700
– – 0.01% 207
2024
Q4 		$144K Buy
+700
New +$143K ﹤0.01% 213

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

Evelyn Partners Investment Management's FISV Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Fiserv Inc (FISV) position steady in Q1 2026 at 250 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Evelyn Partners Investment Management first reported a position in FISV in Q4 2024 and has held it in 6 quarters since. The position peaked at $155K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Evelyn Partners Investment Management held 250 shares of Fiserv Inc worth $13.9K as of Q1 2026.
  • Evelyn Partners Investment Management left its Fiserv Inc share count unchanged in Q1 2026.
  • Fiserv Inc made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #346 holding.
  • Evelyn Partners Investment Management first reported a position in Fiserv Inc in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Fiserv Inc position peaked at $155K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.