OF
FISV

Optimize Financial’s Fiserv Inc FISV Stock Holding History

Optimize Financial’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
-3,391
Closed -$228K – 367
2025
Q4 		$228K Buy
3,391
+48
+1% +$4.02K 0.11% 311
2025
Q3 		$431K Buy
3,343
+1,680
+101% +$241K 0.22% 177
2025
Q2 		$287K Sell
1,663
-10
-0.6% -$1.81K 0.18% 164
2025
Q1 		$369K Sell
1,673
-296
-15% -$64.8K 0.27% 133
2024
Q4 		$404K Buy
+1,969
New +$402K 0.3% 93

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

Optimize Financial's FISV Position: Q1 2026 in Review

Optimize Financial sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,391 shares — an estimated $228K sold.

Optimize Financial first reported a position in FISV in Q4 2024 and held it in 5 quarters. The position peaked at $431K in Q3 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Optimize Financial reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 3,391 Fiserv Inc shares in Q1 2026, an estimated $228K.
  • Optimize Financial first reported a position in Fiserv Inc in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Fiserv Inc position peaked at $431K in Q3 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.