MIM
FISV

Marshall Investment Management’s Fiserv Inc FISV Stock Holding History

Marshall Investment 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 		$9.47K Buy
193
+53
+38% +$2.96K ﹤0.01% 230
2026
Q1 		$7.81K Buy
+140
New +$8.66K ﹤0.01% 206
2025
Q2 		– Sell
-140
Closed -$30.9K – 82
2025
Q1 		$30.9K Hold
140
– – 0.02% 127
2024
Q4 		$25.2K Buy
+140
New +$28.6K 0.01% 127

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

Marshall Investment Management's FISV Position: Q2 2026 in Review

Marshall Investment Management increased its Fiserv Inc (FISV) stake by 38% in Q2 2026, buying an estimated $2.96K and bringing the position to 193 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Marshall Investment Management first reported a position in FISV in Q4 2024 and has held it in 4 quarters since. The position peaked at $30.9K in Q1 2025. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Marshall Investment Management held 193 shares of Fiserv Inc worth $9.47K as of Q2 2026.
  • Marshall Investment Management bought 53 Fiserv Inc shares in Q2 2026, an estimated $2.96K.
  • Fiserv Inc made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #230 holding.
  • Marshall Investment Management first reported a position in Fiserv Inc in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's Fiserv Inc position peaked at $30.9K in Q1 2025.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.