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
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 $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

Marshall Investment Management's FISV Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Fiserv Inc (FISV) in Q1 2026: 140 shares worth $7.81K. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in FISV as recently as Q1 2025.

Marshall Investment Management first reported a position in FISV in Q4 2024 and has held it in 3 quarters since. The position peaked at $30.9K in Q1 2025. 1,255 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Marshall Investment Management held 140 shares of Fiserv Inc worth $7.81K as of Q1 2026.
  • Fiserv Inc was a new Marshall Investment Management position in Q1 2026.
  • Fiserv Inc made up ﹤0.01% of Marshall Investment Management's portfolio in Q1 2026, its #206 holding.
  • Marshall Investment Management first reported a position in Fiserv Inc in Q4 2024 and has held it in 3 quarters since.
  • Marshall Investment Management's Fiserv Inc position peaked at $30.9K in Q1 2025.
  • 1,255 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.