MMBG Investment Advisors’s Fiserv Inc FISV Stock Holding History

MMBG Investment Advisors’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	–	Sell	-3,450	Closed	-$232K	–	175
2025 Q4	$232K	Hold	3,450	–	–	0.02%	169
2025 Q3	$445K	Hold	3,450	–	–	0.04%	146
2025 Q2	$595K	Hold	3,450	–	–	0.06%	125
2025 Q1	$762K	Hold	3,450	–	–	0.09%	105
2024 Q4	$709K	Hold	3,450	–	–	0.08%	107
2024 Q3	$620K	Hold	3,450	–	–	0.06%	110
2024 Q2	$514K	Hold	3,450	–	–	0.06%	114
2024 Q1	$551K	Hold	3,450	–	–	0.06%	116
2023 Q4	$458K	Hold	3,450	–	–	0.05%	124
2023 Q3	$390K	Hold	3,450	–	–	0.05%	125
2023 Q2	$394K	Sell	3,450 -110	-3%	-$12.9K	0.05%	127
2023 Q1	$402K	Hold	3,560	–	–	0.05%	125
2022 Q4	$360K	Hold	3,560	–	–	0.05%	133
2022 Q3	$333K	Hold	3,560	–	–	0.04%	130
2022 Q2	$317K	Sell	3,560 -38,850	-92%	-$3.77M	0.04%	134
2022 Q1	$4.3M	Sell	42,410 -9,300	-18%	-$941K	0.45%	49
2021 Q4	$5.37M	Buy	+51,710	New	+$5.35M	0.52%	39

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

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

MMBG Investment Advisors's FISV Position: Q1 2026 in Review

MMBG Investment Advisors sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,450 shares — an estimated $232K sold.

MMBG Investment Advisors first reported a position in FISV in Q4 2021 and held it in 17 quarters. The position peaked at $5.37M in Q4 2021. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

MMBG Investment Advisors reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
MMBG Investment Advisors sold 3,450 Fiserv Inc shares in Q1 2026, an estimated $232K.
MMBG Investment Advisors first reported a position in Fiserv Inc in Q4 2021 and held it in 17 quarters.
MMBG Investment Advisors's Fiserv Inc position peaked at $5.37M in Q4 2021.
1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.