Occudo Quantitative Strategies’s Fiserv Inc FISV Stock Holding History

Occudo Quantitative Strategies’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	$3.16M	Buy	64,523 +35,007	+119%	+$1.96M	0.17%	180
2026 Q1	$1.85M	Sell	29,516 -16,231	-35%	-$1M	0.1%	276
2025 Q4	$3.07M	Buy	45,747 +17,831	+64%	+$1.49M	0.21%	151
2025 Q3	$3.6M	Buy	+27,916	New	+$4M	0.44%	47
2024 Q3	–	Sell	-6,695	Closed	-$998K	–	804
2024 Q2	$998K	Buy	+6,695	New	+$1.01M	0.18%	159
2023 Q4	–	Sell	-8,433	Closed	-$953K	–	923
2023 Q3	$953K	Buy	+8,433	New	+$1.04M	0.12%	278
2023 Q1	–	Sell	-26,489	Closed	-$2.68M	–	992
2022 Q4	$2.68M	Buy	+26,489	New	+$2.64M	0.31%	84
2022 Q3	–	Sell	-14,268	Closed	-$1.27M	–	1265
2022 Q2	$1.27M	Buy	14,268 +1,782	+14%	+$173K	0.1%	301
2022 Q1	$1.27M	Buy	12,486 +2,531	+25%	+$256K	0.11%	304
2021 Q4	$1.03M	Buy	+9,955	New	+$1.03M	0.09%	346
2021 Q3	–	Sell	-32,602	Closed	-$3.48M	–	1053
2021 Q2	$3.48M	Buy	+32,602	New	+$3.79M	0.53%	9

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Occudo Quantitative Strategies's FISV Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Fiserv Inc (FISV) stake by 119% in Q2 2026, buying an estimated $1.96M and bringing the position to 64,523 shares worth $3.16M. The position accounts for 0.17% of the portfolio, ranked #180.

Occudo Quantitative Strategies first reported a position in FISV in Q2 2021 and has held it in 11 quarters since. The position peaked at $3.6M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Occudo Quantitative Strategies held 64,523 shares of Fiserv Inc worth $3.16M as of Q2 2026.
Occudo Quantitative Strategies bought 35,007 Fiserv Inc shares in Q2 2026, an estimated $1.96M.
Fiserv Inc made up 0.17% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #180 holding.
Occudo Quantitative Strategies first reported a position in Fiserv Inc in Q2 2021 and has held it in 11 quarters since.
Occudo Quantitative Strategies's Fiserv Inc position peaked at $3.6M in Q3 2025.
1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.