FFM
FISV

Forum Financial Management’s Fiserv Inc FISV Stock Holding History

Forum Financial 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 		– Sell
-5,039
Closed -$338K – 573
2025
Q4 		$338K Sell
5,039
-2,625
-34% -$220K ﹤0.01% 684
2025
Q3 		$988K Buy
7,664
+2,391
+45% +$343K 0.01% 240
2025
Q2 		$909K Sell
5,273
-15
-0.3% -$2.72K 0.01% 236
2025
Q1 		$1.17M Buy
5,288
+16
+0.3% +$3.5K 0.02% 178
2024
Q4 		$1.08M Buy
5,272
+118
+2% +$24.1K 0.02% 197
2024
Q3 		$926K Sell
5,154
-4
-0.1% -$660 0.02% 198
2024
Q2 		$769K Buy
5,158
+3
+0.1% +$454 0.01% 217
2024
Q1 		$824K Sell
5,155
-297
-5% -$43.3K 0.01% 219
2023
Q4 		$724K Sell
5,452
-392
-7% -$48.1K 0.01% 209
2023
Q3 		$660K Hold
5,844
– – 0.01% 218
2023
Q2 		$737K Buy
5,844
+692
+13% +$81.5K 0.02% 206
2023
Q1 		$582K Sell
5,152
-86
-2% -$9.46K 0.02% 233
2022
Q4 		$529K Sell
5,238
-1,780
-25% -$177K 0.02% 242
2022
Q3 		$657K Buy
7,018
+371
+6% +$37.8K 0.03% 171
2022
Q2 		$591K Buy
6,647
+1,110
+20% +$108K 0.03% 200
2022
Q1 		$561K Sell
5,537
-940
-15% -$95.1K 0.03% 220
2021
Q4 		$672K Buy
+6,477
New +$670K 0.03% 183

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's FISV Position: Q1 2026 in Review

Forum Financial Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 5,039 shares — an estimated $338K sold.

Forum Financial Management first reported a position in FISV in Q4 2021 and held it in 17 quarters. The position peaked at $1.17M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Forum Financial Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,039 Fiserv Inc shares in Q1 2026, an estimated $338K.
  • Forum Financial Management first reported a position in Fiserv Inc in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Fiserv Inc position peaked at $1.17M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.