&Partners’s Fiserv Inc FISV Stock Holding History

&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 Q2	$1.36M	Sell	27,637 -3,752	-12%	-$210K	0.01%	1243
2026 Q1	$1.75M	Buy	31,389 +816	+3%	+$50.5K	0.01%	972
2025 Q4	$2.05M	Sell	30,573 -2,523	-8%	-$211K	0.01%	843
2025 Q3	$4.26M	Buy	33,096 +675	+2%	+$96.7K	0.03%	481
2025 Q2	$5.58M	Buy	32,421 +10,473	+48%	+$1.9M	0.04%	347
2025 Q1	$4.7M	Buy	21,948 +5,134	+31%	+$1.12M	0.05%	310
2024 Q4	$3.52M	Buy	16,814 +8,221	+96%	+$1.68M	0.04%	350
2024 Q3	$1.54M	Buy	8,593 +5,367	+166%	+$885K	0.03%	427
2024 Q2	$481K	Buy	3,226 +1,920	+147%	+$291K	0.02%	557
2024 Q1	$209K	Sell	1,306 -1,268	-49%	-$185K	0.03%	445
2023 Q4	$342K	Buy	+2,574	New	+$316K	0.08%	193

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

&Partners's FISV Position: Q2 2026 in Review

&Partners reduced its Fiserv Inc (FISV) stake by 12% in Q2 2026, selling an estimated $210K and leaving 27,637 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1243.

&Partners first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.58M in Q2 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

&Partners held 27,637 shares of Fiserv Inc worth $1.36M as of Q2 2026.
&Partners sold 3,752 Fiserv Inc shares in Q2 2026, an estimated $210K.
Fiserv Inc made up 0.01% of &Partners's portfolio in Q2 2026, its #1243 holding.
&Partners first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
&Partners's Fiserv Inc position peaked at $5.58M in Q2 2025.
1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.