FRA
FISV

Frank Rimerman Advisors’s Fiserv Inc FISV Stock Holding History

Frank Rimerman Advisors’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
-8,328
Closed -$559K – 608
2025
Q4 		$559K Buy
8,328
+2,755
+49% +$231K 0.04% 353
2025
Q3 		$719K Sell
5,573
-379
-6% -$54.3K 0.05% 290
2025
Q2 		$1.03M Sell
5,952
-2,375
-29% -$431K 0.07% 207
2025
Q1 		$1.84M Sell
8,327
-578
-6% -$127K 0.15% 115
2024
Q4 		$1.83M Buy
8,905
+2,993
+51% +$611K 0.13% 117
2024
Q3 		$1.06M Buy
5,912
+37
+0.6% +$6.1K 0.08% 206
2024
Q2 		$876K Buy
5,875
+5,859
+36,619% +$887K 0.06% 239
2024
Q1 		$2.56K Hold
16
– – ﹤0.01% 265
2023
Q4 		$2.13K Buy
+16
New +$1.96K ﹤0.01% 262

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

Frank Rimerman Advisors's FISV Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 8,328 shares — an estimated $559K sold.

Frank Rimerman Advisors first reported a position in FISV in Q4 2023 and held it in 9 quarters. The position peaked at $1.84M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Frank Rimerman Advisors reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Frank Rimerman Advisors sold 8,328 Fiserv Inc shares in Q1 2026, an estimated $559K.
  • Frank Rimerman Advisors first reported a position in Fiserv Inc in Q4 2023 and held it in 9 quarters.
  • Frank Rimerman Advisors's Fiserv Inc position peaked at $1.84M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.