NDSI
FISV

Newman Dignan & Sheerar Inc’s Fiserv Inc FISV Stock Holding History

Newman Dignan & Sheerar Inc’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 		$270K Buy
5,508
+33
+0.6% +$1.84K 0.05% 173
2026
Q1 		$306K Sell
5,475
-1,917
-26% -$119K 0.06% 164
2025
Q4 		$497K Sell
7,392
-5,122
-41% -$429K 0.1% 118
2025
Q3 		$1.61M Buy
12,514
+210
+2% +$30.1K 0.35% 61
2025
Q2 		$2.12M Sell
12,304
-199
-2% -$36.1K 0.49% 53
2025
Q1 		$2.76M Sell
12,503
-355
-3% -$77.7K 0.75% 33
2024
Q4 		$2.64M Sell
12,858
-509
-4% -$104K 0.68% 40
2024
Q3 		$2.69M Buy
13,367
+40
+0.3% +$6.6K 0.64% 40
2024
Q2 		$1.99M Buy
13,327
+228
+2% +$34.5K 0.51% 52
2024
Q1 		$2.09M Buy
13,099
+575
+5% +$83.7K 0.56% 49
2023
Q4 		$1.66M Buy
12,524
+1,301
+12% +$160K 0.5% 59
2023
Q3 		$1.27M Sell
11,223
-352
-3% -$43.4K 0.42% 63
2023
Q2 		$1.46M Buy
11,575
+87
+0.8% +$10.2K 0.45% 61
2023
Q1 		$1.3M Sell
11,488
-589
-5% -$64.8K 0.42% 70
2022
Q4 		$1.22M Hold
12,077
– – 0.4% 70
2022
Q3 		$1.13K Buy
12,077
+1
+0% +$102 0.18% 70
2022
Q2 		$1.07M Sell
12,076
-290
-2% -$28.1K 0.37% 75
2022
Q1 		$1.25K Sell
12,366
-177
-1% -$17.9K 0.24% 70
2021
Q4 		$1.3M Sell
12,543
-113
-0.9% -$11.7K 0.39% 67
2021
Q3 		$1.37M Buy
12,656
+1,166
+10% +$130K 0.4% 60
2021
Q2 		$1.23M Buy
11,490
+640
+6% +$74.4K 0.41% 66
2021
Q1 		$1.29M Buy
10,850
+970
+10% +$111K 0.47% 61
2020
Q4 		$1.13K Sell
9,880
-61
-0.6% -$6.57K 0.18% 66
2020
Q3 		$1.02M Buy
9,941
+286
+3% +$28.5K 0.43% 62
2020
Q2 		$970K Buy
9,655
+500
+5% +$50.3K 0.42% 63
2020
Q1 		$857K Buy
9,155
+300
+3% +$33.3K 0.45% 55
2019
Q4 		$1.02K Buy
8,855
+75
+0.9% +$8.28K 0.11% 63
2019
Q3 		$910K Buy
8,780
+110
+1% +$11.2K 0.43% 62
2019
Q2 		$790 Sell
8,670
-1,038
-11% -$91K 0.02% 74
2019
Q1 		$857K Sell
9,708
-100
-1% -$8.25K 0.34% 65
2018
Q4 		$721 Buy
9,808
+518
+6% +$40K 0.06% 70
2018
Q3 		$753K Sell
9,290
-200
-2% -$15.7K 0.33% 73
2018
Q2 		$703 Hold
9,490
– – 0.05% 75
2018
Q1 		$673K Sell
9,490
-50
-0.5% -$3.52K 0.34% 75
2017
Q4 		$625K Hold
9,540
– – 0.31% 85
2017
Q3 		$615K Hold
9,540
– – 0.33% 83
2017
Q2 		$584K Hold
9,540
– – 0.32% 85
2017
Q1 		$550 Sell
9,540
-300
-3% -$16.8K 0.24% 87
2016
Q4 		$523K Hold
9,840
– – 0.32% 87
2016
Q3 		$489K Sell
9,840
-250
-2% -$13.1K 0.31% 90
2016
Q2 		$549K Hold
10,090
– – 0.34% 79
2016
Q1 		$518K Sell
10,090
-260
-3% -$12.3K 0.38% 75
2015
Q4 		$473K Buy
10,350
+200
+2% +$9.39K 0.33% 84
2015
Q3 		$440K Sell
10,150
-664
-6% -$28.7K 0.28% 81
2015
Q2 		$448K Sell
10,814
-800
-7% -$32.2K 0.32% 85
2015
Q1 		$461K Buy
11,614
+150
+1% +$5.72K 0.33% 87
2014
Q4 		$407 Hold
11,464
– – 0.24% 91
2014
Q3 		$370K Hold
11,464
– – 0.28% 95
2014
Q2 		$346 Sell
11,464
-480
-4% -$14.2K 0.2% 105
2014
Q1 		$339K Buy
11,944
+564
+5% +$16.1K 0.24% 105
2013
Q4 		$336 Hold
11,380
– – 0.02% 112
2013
Q3 		$287K Sell
11,380
-880
-7% -$21.3K 0.22% 115
2013
Q2 		$268 Buy
+12,260
New +$269K 0.02% 112

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Newman Dignan & Sheerar Inc's FISV Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its Fiserv Inc (FISV) stake by 0.6% in Q2 2026, buying an estimated $1.84K and bringing the position to 5,508 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #173.

Newman Dignan & Sheerar Inc first reported a position in FISV in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.76M in Q1 2025. 619 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 5,508 shares of Fiserv Inc worth $270K as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 33 Fiserv Inc shares in Q2 2026, an estimated $1.84K.
  • Fiserv Inc made up 0.05% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #173 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Fiserv Inc in Q2 2013 and has held it in 53 quarters since.
  • Newman Dignan & Sheerar Inc's Fiserv Inc position peaked at $2.76M in Q1 2025.
  • 619 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.