Neo Ivy Capital Management’s Fiserv Inc FISV Stock Holding History

Neo Ivy Capital 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	–	Sell	-69,580	Closed	-$4.67M	–	397
2025 Q4	$4.67M	Buy	+69,580	New	+$5.82M	0.74%	42
2025 Q3	–	Sell	-5,588	Closed	-$963K	–	436
2025 Q2	$963K	Buy	+5,588	New	+$1.01M	0.31%	121
2024 Q4	–	Sell	-1,340	Closed	-$240K	–	319
2024 Q3	$240K	Buy	+1,340	New	+$221K	0.08%	214
2023 Q4	$40K	Sell	301 -5,367	-95%	-$659K	0.09%	191
2023 Q3	$640K	Buy	+5,668	New	+$698K	0.28%	120
2022 Q4	–	Sell	-87	Closed	-$8K	–	411
2022 Q3	$8K	Sell	87 -754	-90%	-$76.8K	0.02%	328
2022 Q2	$74K	Buy	+841	New	+$81.6K	0.2%	186
2022 Q1	–	Sell	-1,718	Closed	-$178K	–	521
2021 Q4	$178K	Sell	1,718 -5,808	-77%	-$601K	0.26%	149
2021 Q3	$735K	Buy	7,526 +2,317	+44%	+$259K	0.84%	11
2021 Q2	$557K	Buy	5,209 +3,072	+144%	+$357K	0.56%	49
2021 Q1	$254K	Buy	2,137 +1,383	+183%	+$159K	0.28%	132
2020 Q4	$86K	Buy	+754	New	+$81.3K	0.1%	262
2020 Q3	–	Sell	-7,526	Closed	-$735K	–	507
2020 Q2	$735K	Buy	+7,526	New	+$758K	0.84%	11

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neo Ivy Capital Management's FISV Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 69,580 shares — an estimated $4.67M sold.

Neo Ivy Capital Management first reported a position in FISV in Q2 2020 and held it in 13 quarters. The position peaked at $4.67M in Q4 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Neo Ivy Capital Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 69,580 Fiserv Inc shares in Q1 2026, an estimated $4.67M.
Neo Ivy Capital Management first reported a position in Fiserv Inc in Q2 2020 and held it in 13 quarters.
Neo Ivy Capital Management's Fiserv Inc position peaked at $4.67M in Q4 2025.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.