GC
FISV

Grimes & Company’s Fiserv Inc FISV Stock Holding History

Grimes & Company’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
Q2 		$371K Sell
7,569
-24
-0.3% -$1.34K 0.01% 352
2026
Q1 		$424K Sell
7,593
-384
-5% -$23.8K 0.01% 317
2025
Q4 		$536K Sell
7,977
-114
-1% -$9.54K 0.01% 302
2025
Q3 		$1.04M Sell
8,091
-17
-0.2% -$2.44K 0.03% 231
2025
Q2 		$1.4M Buy
8,108
+334
+4% +$60.6K 0.04% 186
2025
Q1 		$1.72M Sell
7,774
-171
-2% -$37.4K 0.05% 151
2024
Q4 		$1.63M Sell
7,945
-17
-0.2% -$3.47K 0.05% 166
2024
Q3 		$1.43M Sell
7,962
-50
-0.6% -$8.25K 0.04% 161
2024
Q2 		$1.19M Buy
8,012
+99
+1% +$15K 0.04% 163
2024
Q1 		$1.26M Sell
7,913
-601
-7% -$87.5K 0.04% 164
2023
Q4 		$1.13M Sell
8,514
-32
-0.4% -$3.93K 0.04% 163
2023
Q3 		$965K Buy
8,546
+11
+0.1% +$1.35K 0.04% 160
2023
Q2 		$1.08M Sell
8,535
-11
-0.1% -$1.29K 0.04% 153
2023
Q1 		$966K Sell
8,546
-143
-2% -$15.7K 0.04% 158
2022
Q4 		$878K Buy
8,689
+604
+7% +$60.2K 0.04% 165
2022
Q3 		$756K Hold
8,085
– – 0.04% 160
2022
Q2 		$720K Hold
8,085
– – 0.04% 166
2022
Q1 		$819K Hold
8,085
– – 0.04% 171
2021
Q4 		$839K Buy
8,085
+12
+0.1% +$1.24K 0.04% 175
2021
Q3 		$876K Hold
8,073
– – 0.04% 163
2021
Q2 		$863K Sell
8,073
-20
-0.2% -$2.33K 0.04% 160
2021
Q1 		$963K Buy
+8,093
New +$929K 0.05% 147

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Grimes & Company's FISV Position: Q2 2026 in Review

Grimes & Company reduced its Fiserv Inc (FISV) stake by 0.32% in Q2 2026, selling an estimated $1.34K and leaving 7,569 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #352.

Grimes & Company first reported a position in FISV in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.72M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Grimes & Company held 7,569 shares of Fiserv Inc worth $371K as of Q2 2026.
  • Grimes & Company sold 24 Fiserv Inc shares in Q2 2026, an estimated $1.34K.
  • Fiserv Inc made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #352 holding.
  • Grimes & Company first reported a position in Fiserv Inc in Q1 2021 and has held it in 22 quarters since.
  • Grimes & Company's Fiserv Inc position peaked at $1.72M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.