Jefferies Financial Group’s Fiserv Inc FISV Stock Holding History

Jefferies Financial Group’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	$654K	Sell	11,725 -157	-1%	-$9.71K	﹤0.01%	1094
2025 Q4	$798K	Buy	11,882 +5,579	+89%	+$467K	﹤0.01%	1172
2025 Q3	$813K	Sell	6,303 -6,736	-52%	-$965K	﹤0.01%	938
2025 Q2	$2.25M	Buy	13,039 +9,287	+248%	+$1.68M	0.02%	490
2025 Q1	$829K	Buy	+3,752	New	+$821K	0.01%	872
2024 Q2	–	Sell	-10,527	Closed	-$1.68M	–	1543
2024 Q1	$1.68M	Sell	10,527 -15,314	-59%	-$2.23M	0.02%	647
2023 Q4	$3.43M	Buy	25,841 +118	+0.5%	+$14.5K	0.02%	514
2023 Q3	$2.91M	Buy	25,723 +4,596	+22%	+$566K	0.03%	499
2023 Q2	$2.67M	Buy	21,127 +12,641	+149%	+$1.49M	0.02%	561
2023 Q1	$959K	Sell	8,486 -2,387	-22%	-$263K	0.01%	910
2022 Q4	$1.1M	Buy	+10,873	New	+$1.08M	0.01%	839

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 $69.6B AUM 42.52% 1-Year Est. Return

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

Jefferies Financial Group's FISV Position: Q1 2026 in Review

Jefferies Financial Group reduced its Fiserv Inc (FISV) stake by 1.3% in Q1 2026, selling an estimated $9.71K and leaving 11,725 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Jefferies Financial Group first reported a position in FISV in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.43M in Q4 2023. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Jefferies Financial Group held 11,725 shares of Fiserv Inc worth $654K as of Q1 2026.
Jefferies Financial Group sold 157 Fiserv Inc shares in Q1 2026, an estimated $9.71K.
Fiserv Inc made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1094 holding.
Jefferies Financial Group first reported a position in Fiserv Inc in Q4 2022 and has held it in 11 quarters since.
Jefferies Financial Group's Fiserv Inc position peaked at $3.43M in Q4 2023.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.