MC
FISV

Middleton & Co’s Fiserv Inc FISV Stock Holding History

Middleton & Co’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 		$233K Buy
4,752
+79
+2% +$4.42K 0.02% 157
2026
Q1 		$261K Sell
4,673
-3,705
-44% -$229K 0.03% 145
2025
Q4 		$563K Sell
8,378
-44,515
-84% -$3.73M 0.06% 108
2025
Q3 		$6.82M Buy
52,893
+5,909
+13% +$847K 0.74% 44
2025
Q2 		$8.1M Buy
46,984
+450
+1% +$81.6K 0.91% 38
2025
Q1 		$10.3M Sell
46,534
-6,693
-13% -$1.47M 1.2% 28
2024
Q4 		$10.9M Sell
53,227
-996
-2% -$203K 1.21% 27
2024
Q3 		$9.74M Sell
54,223
-631
-1% -$104K 1.08% 33
2024
Q2 		$8.18M Sell
54,854
-2,687
-5% -$407K 0.95% 37
2024
Q1 		$9.2M Sell
57,541
-403
-0.7% -$58.7K 1.06% 34
2023
Q4 		$7.7M Sell
57,944
-290
-0.5% -$35.6K 0.96% 37
2023
Q3 		$6.58M Sell
58,234
-5,398
-8% -$665K 0.91% 37
2023
Q2 		$8.03M Buy
63,632
+1,422
+2% +$167K 1.06% 36
2023
Q1 		$7.03M Sell
62,210
-328
-0.5% -$36.1K 1.01% 40
2022
Q4 		$6.32M Sell
62,538
-13,295
-18% -$1.32M 0.94% 39
2022
Q3 		$7.1M Buy
75,833
+506
+0.7% +$51.6K 1.08% 34
2022
Q2 		$6.7M Buy
75,327
+1,216
+2% +$118K 0.86% 41
2022
Q1 		$7.51M Buy
74,111
+6,181
+9% +$626K 0.8% 43
2021
Q4 		$7.05M Sell
67,930
-1,690
-2% -$175K 0.69% 54
2021
Q3 		$7.55M Buy
69,620
+9,681
+16% +$1.08M 0.81% 43
2021
Q2 		$6.41M Sell
59,939
-2,009
-3% -$234K 0.69% 49
2021
Q1 		$7.37M Buy
61,948
+1,745
+3% +$200K 0.83% 45
2020
Q4 		$6.86M Buy
60,203
+27,669
+85% +$2.98M 0.81% 44
2020
Q3 		$3.35M Buy
32,534
+27,734
+578% +$2.76M 0.44% 53
2020
Q2 		$469K Hold
4,800
– – 0.07% 113
2020
Q1 		$456K Buy
+4,800
New +$533K 0.08% 104

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Middleton & Co's FISV Position: Q2 2026 in Review

Middleton & Co increased its Fiserv Inc (FISV) stake by 1.7% in Q2 2026, buying an estimated $4.42K and bringing the position to 4,752 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #157.

Middleton & Co first reported a position in FISV in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.9M in Q4 2024. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Middleton & Co held 4,752 shares of Fiserv Inc worth $233K as of Q2 2026.
  • Middleton & Co bought 79 Fiserv Inc shares in Q2 2026, an estimated $4.42K.
  • Fiserv Inc made up 0.02% of Middleton & Co's portfolio in Q2 2026, its #157 holding.
  • Middleton & Co first reported a position in Fiserv Inc in Q1 2020 and has held it in 26 quarters since.
  • Middleton & Co's Fiserv Inc position peaked at $10.9M in Q4 2024.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.