Jacobs Levy Equity Management’s Fiserv Inc FISV Stock Holding History

Jacobs Levy Equity 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	$3.69M	Sell	66,114 -8,933	-12%	-$553K	0.02%	476
2025 Q4	$5.04M	Sell	75,047 -55,876	-43%	-$4.68M	0.02%	408
2025 Q3	$16.9M	Buy	+130,923	New	+$18.8M	0.07%	222
2017 Q3	–	Sell	-28,560	Closed	-$1.75M	–	976
2017 Q2	$1.75M	Buy	+28,560	New	+$1.73M	0.04%	459
2016 Q1	–	Sell	-140,542	Closed	-$6.43M	–	1134
2015 Q4	$6.43M	Sell	140,542 -16,000	-10%	-$751K	0.13%	195
2015 Q3	$6.78M	Sell	156,542 -36,140	-19%	-$1.56M	0.14%	182
2015 Q2	$7.98M	Sell	192,682 -42,740	-18%	-$1.72M	0.15%	173
2015 Q1	$9.35M	Buy	235,422 +177,982	+310%	+$6.79M	0.16%	172
2014 Q4	$2.04M	Buy	+57,440	New	+$1.97M	0.03%	377
2014 Q2	–	Sell	-9,160	Closed	-$260K	–	858
2014 Q1	$260K	Sell	9,160 -30,300	-77%	-$867K	﹤0.01%	779
2013 Q4	$1.17M	Buy	39,460 +1,700	+5%	+$45.9K	0.02%	533
2013 Q3	$954K	Buy	+37,760	New	+$913K	0.02%	544

Other funds holding FISV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Jacobs Levy Equity Management's FISV Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its Fiserv Inc (FISV) stake by 12% in Q1 2026, selling an estimated $553K and leaving 66,114 shares worth $3.69M. The position accounts for 0.02% of the portfolio, ranked #476.

Jacobs Levy Equity Management first reported a position in FISV in Q3 2013 and has held it in 12 quarters since. The position peaked at $16.9M in Q3 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Jacobs Levy Equity Management held 66,114 shares of Fiserv Inc worth $3.69M as of Q1 2026.
Jacobs Levy Equity Management sold 8,933 Fiserv Inc shares in Q1 2026, an estimated $553K.
Fiserv Inc made up 0.02% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #476 holding.
Jacobs Levy Equity Management first reported a position in Fiserv Inc in Q3 2013 and has held it in 12 quarters since.
Jacobs Levy Equity Management's Fiserv Inc position peaked at $16.9M in Q3 2025.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.