JFG
FISV

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
2025
Q4 		– Sell
-80,000
Closed -$10.3M – 1929
2025
Q3 		$10.3M Buy
80,000
+35,000
+78% +$5.02M 0.05% 233
2025
Q2 		$7.76M Buy
+45,000
New +$8.16M 0.07% 213

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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. 1,255 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.
  • 1,255 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.