Graham Capital Wealth Management’s Fiserv Inc FISV Stock Holding History

Graham Capital Wealth 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	-16,807	Closed	-$1.13M	–	58
2025 Q4	$1.13M	Sell	16,807 -2,604	-13%	-$218K	1.04%	30
2025 Q3	$2.5M	Buy	+19,411	New	+$2.78M	2.55%	14
2022 Q3	–	Sell	-15,177	Closed	-$1.35M	–	83
2022 Q2	$1.35M	Sell	15,177 -31	-0.2%	-$3.01K	1.18%	33
2022 Q1	$1.54M	Buy	15,208 +2,520	+20%	+$255K	1.37%	32
2021 Q4	$1.3M	Buy	+12,688	New	+$1.31M	1.06%	40

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Graham Capital Wealth Management's FISV Position: Q1 2026 in Review

Graham Capital Wealth Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 16,807 shares — an estimated $1.13M sold.

Graham Capital Wealth Management first reported a position in FISV in Q4 2021 and held it in 5 quarters. The position peaked at $2.5M in Q3 2025. 1,256 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Graham Capital Wealth Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Graham Capital Wealth Management sold 16,807 Fiserv Inc shares in Q1 2026, an estimated $1.13M.
Graham Capital Wealth Management first reported a position in Fiserv Inc in Q4 2021 and held it in 5 quarters.
Graham Capital Wealth Management's Fiserv Inc position peaked at $2.5M in Q3 2025.
1,256 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.