ECM
FISV

Evergreen Capital Management’s Fiserv Inc FISV Stock Holding History

Evergreen Capital 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
Q2 		$920K Buy
18,750
+2,150
+13% +$120K 0.02% 581
2026
Q1 		$926K Buy
16,600
+8,756
+112% +$542K 0.02% 519
2025
Q4 		$527K Buy
7,844
+868
+12% +$72.7K 0.01% 713
2025
Q3 		$899K Buy
6,976
+1,418
+26% +$203K 0.02% 434
2025
Q2 		$958K Sell
5,558
-152
-3% -$27.6K 0.03% 371
2025
Q1 		$1.26M Buy
5,710
+117
+2% +$25.6K 0.04% 301
2024
Q4 		$1.15M Buy
5,593
+3
+0.1% +$612 0.04% 317
2024
Q3 		$1M Buy
5,590
+273
+5% +$45K 0.03% 328
2024
Q2 		$792K Buy
5,317
+129
+2% +$19.5K 0.03% 350
2024
Q1 		$829K Buy
5,188
+46
+0.9% +$6.7K 0.03% 322
2023
Q4 		$683K Buy
5,142
+316
+7% +$38.8K 0.03% 354
2023
Q3 		$545K Sell
4,826
-219
-4% -$27K 0.02% 371
2023
Q2 		$636K Sell
5,045
-455
-8% -$53.6K 0.03% 350
2023
Q1 		$622K Buy
5,500
+852
+18% +$93.7K 0.03% 338
2022
Q4 		$470K Buy
4,648
+324
+7% +$32.3K 0.02% 382
2022
Q3 		$405K Buy
4,324
+566
+15% +$57.7K 0.02% 386
2022
Q2 		$335K Sell
3,758
-1,568
-29% -$152K 0.02% 399
2022
Q1 		$540K Sell
5,326
-680
-11% -$68.8K 0.02% 359
2021
Q4 		$623K Sell
6,006
-18,452
-75% -$1.91M 0.02% 343
2021
Q3 		$2.65M Buy
24,458
+334
+1% +$37.3K 0.12% 188
2021
Q2 		$2.58M Buy
24,124
+265
+1% +$30.8K 0.12% 176
2021
Q1 		$2.84M Buy
23,859
+1,408
+6% +$162K 0.15% 153
2020
Q4 		$2.56M Buy
22,451
+19,126
+575% +$2.06M 0.15% 145
2020
Q3 		$343K Sell
3,325
-195
-6% -$19.4K 0.02% 312
2020
Q2 		$344K Sell
3,520
-98
-3% -$9.87K 0.03% 290
2020
Q1 		$344K Sell
3,618
-407
-10% -$45.2K 0.03% 261
2019
Q4 		$465K Buy
4,025
+1,594
+66% +$176K 0.04% 262
2019
Q3 		$252K Hold
2,431
– – 0.02% 337
2019
Q2 		$222K Buy
2,431
+67
+3% +$5.87K 0.02% 370
2019
Q1 		$209K Buy
+2,364
New +$195K 0.02% 355

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

Evergreen Capital Management's FISV Position: Q2 2026 in Review

Evergreen Capital Management increased its Fiserv Inc (FISV) stake by 13% in Q2 2026, buying an estimated $120K and bringing the position to 18,750 shares worth $920K. The position accounts for 0.02% of the portfolio, ranked #581.

Evergreen Capital Management first reported a position in FISV in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.84M in Q1 2021. 802 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Evergreen Capital Management held 18,750 shares of Fiserv Inc worth $920K as of Q2 2026.
  • Evergreen Capital Management bought 2,150 Fiserv Inc shares in Q2 2026, an estimated $120K.
  • Fiserv Inc made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #581 holding.
  • Evergreen Capital Management first reported a position in Fiserv Inc in Q1 2019 and has held it in 30 quarters since.
  • Evergreen Capital Management's Fiserv Inc position peaked at $2.84M in Q1 2021.
  • 802 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.