FAM
FISV

Fulcrum Asset Management’s Fiserv Inc FISV Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Sell
-25,205
Closed -$4.32M – 266
2025
Q1 		$4.32M Buy
+25,205
New +$5.52M 0.84% 31

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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Fulcrum Asset Management's FISV Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Fiserv Inc (FISV) stake by 79% in Q2 2026, selling an estimated $1.19M and leaving 5,737 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #354.

Fulcrum Asset Management first reported a position in FISV in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.63M in Q2 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Fulcrum Asset Management held 5,737 shares of Fiserv Inc worth $280K as of Q2 2026.
  • Fulcrum Asset Management sold 21,329 Fiserv Inc shares in Q2 2026, an estimated $1.19M.
  • Fiserv Inc made up 0.03% of Fulcrum Asset Management's portfolio in Q2 2026, its #354 holding.
  • Fulcrum Asset Management first reported a position in Fiserv Inc in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Fiserv Inc position peaked at $4.63M in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.