Perennial Advisors’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.38M | Sell |
28,128
-1,205
| -4% | -$67.3K | 0.21% | 75 |
|
|
2026
Q1 | $1.64M | Sell |
29,333
-2,060
| -7% | -$127K | 0.28% | 66 |
|
|
2025
Q4 | $2.11M | Sell |
31,393
-43,202
| -58% | -$3.62M | 0.35% | 59 |
|
|
2025
Q3 | $9.62M | Buy |
74,595
+997
| +1% | +$143K | 1.67% | 16 |
|
|
2025
Q2 | $12.7M | Buy |
73,598
+708
| +1% | +$128K | 2.36% | 15 |
|
|
2025
Q1 | $16.1M | Sell |
72,890
-1,945
| -3% | -$426K | 3.21% | 5 |
|
|
2024
Q4 | $15.4M | Buy |
+74,835
| New | +$15.3M | 3.35% | 7 |
|
|
2024
Q2 | $11.2M | Sell |
75,123
-437
| -0.6% | -$66.2K | 2.51% | 12 |
|
|
2024
Q1 | $12.1M | Sell |
75,560
-2,160
| -3% | -$315K | 2.81% | 7 |
|
|
2023
Q4 | $10.3M | Buy |
77,720
+309
| +0.4% | +$37.9K | 2.54% | 7 |
|
|
2023
Q3 | $8.74M | Buy |
77,411
+121
| +0.2% | +$14.9K | 2.36% | 8 |
|
|
2023
Q2 | $9.75M | Buy |
77,290
+466
| +0.6% | +$54.9K | 2.49% | 7 |
|
|
2023
Q1 | $8.68M | Sell |
76,824
-401
| -0.5% | -$44.1K | 2.48% | 8 |
|
|
2022
Q4 | $7.81M | Sell |
77,225
-1,062
| -1% | -$106K | 2.48% | 12 |
|
|
2022
Q3 | $7.33M | Buy |
78,287
+350
| +0.4% | +$35.7K | 2.4% | 14 |
|
|
2022
Q2 | $6.93M | Buy |
77,937
+500
| +0.6% | +$48.5K | 2.16% | 16 |
|
|
2022
Q1 | $7.85M | Buy |
77,437
+3,167
| +4% | +$321K | 2.08% | 17 |
|
|
2021
Q4 | $7.71M | Buy |
74,270
+3,265
| +5% | +$338K | 2.08% | 17 |
|
|
2021
Q3 | $7.7M | Buy |
71,005
+1,496
| +2% | +$167K | 2.27% | 13 |
|
|
2021
Q2 | $7.43M | Buy |
69,509
+1,260
| +2% | +$146K | 2.16% | 15 |
|
|
2021
Q1 | $8.12M | Buy |
68,249
+1,824
| +3% | +$209K | 2.56% | 9 |
|
|
2020
Q4 | $7.56M | Buy |
66,425
+1,053
| +2% | +$113K | 2.66% | 9 |
|
|
2020
Q3 | $6.74M | Buy |
65,372
+1,760
| +3% | +$175K | 2.76% | 8 |
|
|
2020
Q2 | $6.21M | Buy |
63,612
+1,040
| +2% | +$105K | 2.64% | 10 |
|
|
2020
Q1 | $5.94M | Buy |
62,572
+925
| +2% | +$103K | 3.31% | 3 |
|
|
2019
Q4 | $7.13M | Sell |
61,647
-227
| -0.4% | -$25.1K | 3.42% | 5 |
|
|
2019
Q3 | $6.41M | Sell |
61,874
-7
| -0% | -$715 | 3.32% | 5 |
|
|
2019
Q2 | $5.64M | Buy |
61,881
+216
| +0.4% | +$18.9K | 3% | 5 |
|
|
2019
Q1 | $5.44M | Buy |
61,665
+735
| +1% | +$60.6K | 3.1% | 5 |
|
|
2018
Q4 | $4.48M | Buy |
60,930
+313
| +0.5% | +$24.2K | 2.9% | 5 |
|
|
2018
Q3 | $4.99M | Buy |
60,617
+181
| +0.3% | +$14.2K | 2.87% | 5 |
|
|
2018
Q2 | $4.48M | Buy |
60,436
+333
| +0.6% | +$24.2K | 2.76% | 5 |
|
|
2018
Q1 | $4.29M | Sell |
60,103
-3,019
| -5% | -$212K | 2.71% | 7 |
|
|
2017
Q4 | $4.14M | Buy |
63,122
+468
| +0.7% | +$30.2K | 2.57% | 6 |
|
|
2017
Q3 | $4.04M | Buy |
62,654
+496
| +0.8% | +$30.8K | 2.73% | 6 |
|
|
2017
Q2 | $3.8M | Buy |
62,158
+164
| +0.3% | +$9.92K | 2.76% | 4 |
|
|
2017
Q1 | $3.57M | Sell |
61,994
-2,722
| -4% | -$153K | 2.75% | 5 |
|
|
2016
Q4 | $3.44M | Buy |
+64,716
| New | +$3.32M | 2.86% | 4 |
|
Other funds holding FISV
CB
PAI
Perennial Advisors's FISV Position: Q2 2026 in Review
Perennial Advisors reduced its Fiserv Inc (FISV) stake by 4.1% in Q2 2026, selling an estimated $67.3K and leaving 28,128 shares worth $1.38M. The position accounts for 0.21% of the portfolio, ranked #75.
Perennial Advisors first reported a position in FISV in Q4 2016 and has held it in 38 quarters since. The position peaked at $16.1M in Q1 2025. 792 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Perennial Advisors held 28,128 shares of Fiserv Inc worth $1.38M as of Q2 2026.
- Perennial Advisors sold 1,205 Fiserv Inc shares in Q2 2026, an estimated $67.3K.
- Fiserv Inc made up 0.21% of Perennial Advisors's portfolio in Q2 2026, its #75 holding.
- Perennial Advisors first reported a position in Fiserv Inc in Q4 2016 and has held it in 38 quarters since.
- Perennial Advisors's Fiserv Inc position peaked at $16.1M in Q1 2025.
- 792 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.