JGCM
FISV

Joseph Group Capital Management’s Fiserv Inc FISV Stock Holding History

Joseph Group Capital 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
Q2 		$9.86K Buy
201
+67
+50% +$3.75K ﹤0.01% 337
2026
Q1 		$7.48K Buy
+134
New +$8.29K ﹤0.01% 327

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 $3.37T AUM 44.26% 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

Joseph Group Capital Management's FISV Position: Q2 2026 in Review

Joseph Group Capital Management increased its Fiserv Inc (FISV) stake by 50% in Q2 2026, buying an estimated $3.75K and bringing the position to 201 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Joseph Group Capital Management first reported a position in FISV in Q1 2026 and has held it in 2 quarters since. 1,148 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Joseph Group Capital Management held 201 shares of Fiserv Inc worth $9.86K as of Q2 2026.
  • Joseph Group Capital Management bought 67 Fiserv Inc shares in Q2 2026, an estimated $3.75K.
  • Fiserv Inc made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #337 holding.
  • Joseph Group Capital Management first reported a position in Fiserv Inc in Q1 2026 and has held it in 2 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.