Merit Financial Group’s Fiserv Inc FISV Stock Holding History

Merit 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
2026 Q2	$855K	Sell	17,422 -10,457	-38%	-$584K	0.01%	1167
2026 Q1	$1.56M	Buy	27,879 +7,243	+35%	+$448K	0.01%	789
2025 Q4	$1.39M	Buy	20,636 +1,457	+8%	+$122K	0.01%	786
2025 Q3	$2.47M	Buy	19,179 +14	+0.1%	+$2.01K	0.02%	493
2025 Q2	$3.3M	Sell	19,165 -1,092	-5%	-$198K	0.04%	374
2025 Q1	$4.47M	Buy	20,257 +454	+2%	+$99.4K	0.07%	244
2024 Q4	$4.07M	Buy	19,803 +11,783	+147%	+$2.41M	0.07%	222
2024 Q3	$1.44M	Sell	8,020 -1,344	-14%	-$222K	0.03%	344
2024 Q2	$1.4M	Sell	9,364 -1,297	-12%	-$196K	0.03%	339
2024 Q1	$1.59M	Buy	10,661 +2,716	+34%	+$396K	0.04%	299
2023 Q4	$1.06M	Buy	7,945 +1,972	+33%	+$242K	0.03%	299
2023 Q3	$675K	Sell	5,973 -301	-5%	-$37.1K	0.02%	391
2023 Q2	$791K	Buy	6,274 +827	+15%	+$97.4K	0.03%	378
2023 Q1	$616K	Sell	5,447 -3,831	-41%	-$421K	0.02%	360
2022 Q4	$938K	Buy	9,278 +5,129	+124%	+$511K	0.03%	308
2022 Q3	$388K	Buy	4,149 +2	+0%	+$204	0.02%	395
2022 Q2	$369K	Buy	+4,147	New	+$402K	0.01%	411

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Merit Financial Group reduced its Fiserv Inc (FISV) stake by 38% in Q2 2026, selling an estimated $584K and leaving 17,422 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #1167.

Merit Financial Group first reported a position in FISV in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.47M in Q1 2025. 922 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Merit Financial Group held 17,422 shares of Fiserv Inc worth $855K as of Q2 2026.
Merit Financial Group sold 10,457 Fiserv Inc shares in Q2 2026, an estimated $584K.
Fiserv Inc made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1167 holding.
Merit Financial Group first reported a position in Fiserv Inc in Q2 2022 and has held it in 17 quarters since.
Merit Financial Group's Fiserv Inc position peaked at $4.47M in Q1 2025.
922 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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