Monarch Capital Management’s Fiserv Inc FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.78M Buy
56,749
+11,173
+25% +$624K 0.64% 45
2026
Q1
$2.54M Buy
45,576
+4,215
+10% +$261K 0.62% 49
2025
Q4
$2.78M Buy
41,361
+4,049
+11% +$339K 0.68% 46
2025
Q3
$4.81M Buy
37,312
+6,992
+23% +$1M 1.18% 29
2025
Q2
$5.23M Buy
30,320
+1,195
+4% +$217K 1.4% 27
2025
Q1
$6.43M Sell
29,125
-669
-2% -$146K 1.79% 19
2024
Q4
$6.12M Sell
29,794
-466
-2% -$95.1K 1.68% 24
2024
Q3
$5.44M Sell
30,260
-159
-0.5% -$26.2K 1.46% 27
2024
Q2
$4.53M Sell
30,419
-145
-0.5% -$21.9K 1.33% 27
2024
Q1
$4.88M Sell
30,564
-89
-0.3% -$13K 1.38% 28
2023
Q4
$4.07M Sell
30,653
-602
-2% -$73.9K 1.23% 30
2023
Q3
$3.53M Sell
31,255
-335
-1% -$41.3K 1.13% 33
2023
Q2
$3.99M Sell
31,590
-302
-0.9% -$35.6K 1.21% 32
2023
Q1
$3.6M Sell
31,892
-408
-1% -$44.9K 1.11% 36
2022
Q4
$3.26M Sell
32,300
-1,969
-6% -$196K 1% 37
2022
Q3
$3.21M Sell
34,269
-1,142
-3% -$116K 1.05% 36
2022
Q2
$3.15M Buy
35,411
+315
+0.9% +$30.6K 0.94% 39
2022
Q1
$3.56M Buy
35,096
+2,218
+7% +$224K 0.94% 40
2021
Q4
$3.41M Buy
32,878
+8,206
+33% +$849K 0.88% 39
2021
Q3
$2.68M Buy
24,672
+1,122
+5% +$125K 0.74% 42
2021
Q2
$2.52M Buy
23,550
+722
+3% +$83.9K 0.72% 42
2021
Q1
$2.72M Buy
22,828
+2,656
+13% +$305K 0.81% 41
2020
Q4
$2.3M Buy
20,172
+4,052
+25% +$437K 0.72% 42
2020
Q3
$1.66M Buy
+16,120
New +$1.61M 0.58% 47

Other funds holding FISV

Monarch Capital Management's FISV Position: Q2 2026 in Review

Monarch Capital Management increased its Fiserv Inc (FISV) stake by 25% in Q2 2026, buying an estimated $624K and bringing the position to 56,749 shares worth $2.78M. The position accounts for 0.64% of the portfolio, ranked #45.

Monarch Capital Management first reported a position in FISV in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.43M in Q1 2025. 776 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Monarch Capital Management held 56,749 shares of Fiserv Inc worth $2.78M as of Q2 2026.
  • Monarch Capital Management bought 11,173 Fiserv Inc shares in Q2 2026, an estimated $624K.
  • Fiserv Inc made up 0.64% of Monarch Capital Management's portfolio in Q2 2026, its #45 holding.
  • Monarch Capital Management first reported a position in Fiserv Inc in Q3 2020 and has held it in 24 quarters since.
  • Monarch Capital Management's Fiserv Inc position peaked at $6.43M in Q1 2025.
  • 776 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.