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 $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 $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Fulcrum Asset Management's FISV Position: Q1 2026 in Review

Fulcrum Asset Management increased its Fiserv Inc (FISV) stake by 6.6% in Q1 2026, buying an estimated $103K and bringing the position to 27,066 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #90.

Fulcrum Asset Management first reported a position in FISV in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.63M in Q2 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Fulcrum Asset Management held 27,066 shares of Fiserv Inc worth $1.48M as of Q1 2026.
  • Fulcrum Asset Management bought 1,668 Fiserv Inc shares in Q1 2026, an estimated $103K.
  • Fiserv Inc made up 0.22% of Fulcrum Asset Management's portfolio in Q1 2026, its #90 holding.
  • Fulcrum Asset Management first reported a position in Fiserv Inc in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Fiserv Inc position peaked at $4.63M in Q2 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.