StoneRidge PMG Advisors, LLC’s Fiserv Inc FISV Stock Holding History

StoneRidge PMG Advisors, LLC’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 Q3	$728K	Buy	+16,104	New	+$824K	0.51%	46

Other funds holding FISV

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Pittenger & Anderson Inc Lincoin, Nebraska $2.78B AUM 11.69% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

StoneRidge PMG Advisors, LLC's FISV Position: Q3 2026 in Review

StoneRidge PMG Advisors, LLC opened a new position in Fiserv Inc (FISV) in Q3 2026: 16,104 shares worth $728K. The stake represents 0.51% of the portfolio and ranks #46 among its holdings.

468 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

StoneRidge PMG Advisors, LLC held 16,104 shares of Fiserv Inc worth $728K as of Q3 2026.
Fiserv Inc was a new StoneRidge PMG Advisors, LLC position in Q3 2026.
Fiserv Inc made up 0.51% of StoneRidge PMG Advisors, LLC's portfolio in Q3 2026, its #46 holding.
468 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on StoneRidge PMG Advisors, LLC's 13F filing for Q3 2026, filed 4 Nov 2026.