FGP
FISV

Freestone Grove Partners’s Fiserv Inc FISV Stock Holding History

Freestone Grove Partners’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
-157,654
Closed -$10.6M – 1052
2025
Q4 		$10.6M Buy
+157,654
New +$13.2M 0.08% 282
2025
Q2 		– Sell
-52,273
Closed -$11.5M – 733
2025
Q1 		$11.5M Buy
52,273
+48,947
+1,472% +$10.7M 0.12% 220
2024
Q4 		$683K Buy
+3,326
New +$679K 0.01% 332

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

Freestone Grove Partners's FISV Position: Q1 2026 in Review

Freestone Grove Partners sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 157,654 shares — an estimated $10.6M sold.

Freestone Grove Partners first reported a position in FISV in Q4 2024 and held it in 3 quarters. The position peaked at $11.5M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Freestone Grove Partners reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 157,654 Fiserv Inc shares in Q1 2026, an estimated $10.6M.
  • Freestone Grove Partners first reported a position in Fiserv Inc in Q4 2024 and held it in 3 quarters.
  • Freestone Grove Partners's Fiserv Inc position peaked at $11.5M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.