NP
FISV

NorthRock Partners’s Fiserv Inc FISV Stock Holding History

NorthRock Partners’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
-3,167
Closed -$213K – 698
2025
Q4 		$213K Sell
3,167
-4,554
-59% -$381K ﹤0.01% 564
2025
Q3 		$995K Buy
7,721
+1,335
+21% +$191K 0.02% 346
2025
Q2 		$1.1M Buy
6,386
+17
+0.3% +$3.08K 0.03% 222
2025
Q1 		$1.41M Buy
6,369
+82
+1% +$18K 0.05% 158
2024
Q4 		$1.29M Sell
6,287
-407
-6% -$83.1K 0.04% 169
2024
Q3 		$1.2M Buy
6,694
+133
+2% +$21.9K 0.04% 194
2024
Q2 		$978K Buy
6,561
+257
+4% +$38.9K 0.04% 197
2024
Q1 		$1.01M Buy
6,304
+146
+2% +$21.3K 0.04% 201
2023
Q4 		$818K Buy
6,158
+1,715
+39% +$210K 0.03% 221
2023
Q3 		$502K Buy
4,443
+350
+9% +$43.1K 0.05% 157
2023
Q2 		$516K Sell
4,093
-301
-7% -$35.4K 0.06% 131
2023
Q1 		$497K Sell
4,394
-672
-13% -$73.9K 0.05% 152
2022
Q4 		$512K Buy
5,066
+1,224
+32% +$122K 0.06% 154
2022
Q3 		$359K Buy
+3,842
New +$392K 0.04% 175
2022
Q2 		– Sell
-3,139
Closed -$318K – 321
2022
Q1 		$318K Sell
3,139
-43
-1% -$4.35K 0.03% 234
2021
Q4 		$330K Buy
+3,182
New +$329K 0.02% 226

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NorthRock Partners's FISV Position: Q1 2026 in Review

NorthRock Partners sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,167 shares — an estimated $213K sold.

NorthRock Partners first reported a position in FISV in Q4 2021 and held it in 16 quarters. The position peaked at $1.41M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • NorthRock Partners reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • NorthRock Partners sold 3,167 Fiserv Inc shares in Q1 2026, an estimated $213K.
  • NorthRock Partners first reported a position in Fiserv Inc in Q4 2021 and held it in 16 quarters.
  • NorthRock Partners's Fiserv Inc position peaked at $1.41M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.