OCM
FISV

Osterweis Capital Management’s Fiserv Inc FISV Stock Holding History

Osterweis 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 		$36K Hold
645
– – ﹤0.01% 210
2025
Q4 		$43.3K Sell
645
-851
-57% -$71.2K ﹤0.01% 227
2025
Q3 		$193K Sell
1,496
-340
-19% -$48.7K 0.01% 138
2025
Q2 		$317K Buy
1,836
+518
+39% +$93.9K 0.02% 125
2025
Q1 		$291K Hold
1,318
– – 0.01% 116
2024
Q4 		$271K Hold
1,318
– – 0.01% 126
2024
Q3 		$237K Sell
1,318
-251
-16% -$41.4K 0.01% 127
2024
Q2 		$234K Buy
1,569
+251
+19% +$38K 0.01% 128
2024
Q1 		$211K Sell
1,318
-105
-7% -$15.3K 0.01% 126
2023
Q4 		$189K Sell
1,423
-567
-28% -$69.6K 0.01% 127
2023
Q3 		$225K Hold
1,990
– – 0.02% 123
2023
Q2 		$251K Sell
1,990
-170
-8% -$20K 0.02% 126
2023
Q1 		$244K Hold
2,160
– – 0.02% 128
2022
Q4 		$218K Hold
2,160
– – 0.02% 130
2022
Q3 		$202K Buy
+2,160
New +$220K 0.02% 125
2022
Q2 		– Sell
-2,160
Closed -$219K – 140
2022
Q1 		$219K Hold
2,160
– – 0.01% 139
2021
Q4 		$224K Hold
2,160
– – 0.01% 139
2021
Q3 		$234K Hold
2,160
– – 0.01% 134
2021
Q2 		$231K Hold
2,160
– – 0.01% 138
2021
Q1 		$257K Hold
2,160
– – 0.01% 127
2020
Q4 		$246K Buy
+2,160
New +$233K 0.01% 120

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osterweis Capital Management's FISV Position: Q1 2026 in Review

Osterweis Capital Management held its Fiserv Inc (FISV) position steady in Q1 2026 at 645 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Osterweis Capital Management first reported a position in FISV in Q4 2020 and has held it in 21 quarters since. The position peaked at $317K in Q2 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Osterweis Capital Management held 645 shares of Fiserv Inc worth $36K as of Q1 2026.
  • Osterweis Capital Management left its Fiserv Inc share count unchanged in Q1 2026.
  • Fiserv Inc made up ﹤0.01% of Osterweis Capital Management's portfolio in Q1 2026, its #210 holding.
  • Osterweis Capital Management first reported a position in Fiserv Inc in Q4 2020 and has held it in 21 quarters since.
  • Osterweis Capital Management's Fiserv Inc position peaked at $317K in Q2 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

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