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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Jefferies Financial Group's FISV Position: Q2 2026 in Review

Jefferies Financial Group sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 11,725 shares — an estimated $654K sold.

Jefferies Financial Group first reported a position in FISV in Q4 2022 and held it in 11 quarters. The position peaked at $3.43M in Q4 2023. 1,153 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Jefferies Financial Group reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 11,725 Fiserv Inc shares in Q2 2026, an estimated $654K.
  • Jefferies Financial Group first reported a position in Fiserv Inc in Q4 2022 and held it in 11 quarters.
  • Jefferies Financial Group's Fiserv Inc position peaked at $3.43M in Q4 2023.
  • 1,153 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.