Pinnacle Associates
FISV icon

Pinnacle Associates’s Fiserv Inc FISV Stock Holding History

Pinnacle Associates’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
Q3 		$223K Buy
4,943
+350
+8% +$17.9K ﹤0.01% 892
2026
Q2 		$225K Sell
4,593
-4,761
-51% -$266K ﹤0.01% 897
2026
Q1 		$522K Sell
9,354
-5,237
-36% -$324K 0.01% 655
2025
Q4 		$980K Sell
14,591
-7,403
-34% -$620K 0.01% 518
2025
Q3 		$2.84M Buy
21,994
+1,176
+6% +$169K 0.04% 340
2025
Q2 		$3.59M Buy
20,818
+4,024
+24% +$730K 0.05% 290
2025
Q1 		$3.71M Buy
16,794
+57
+0.3% +$12.5K 0.05% 279
2024
Q4 		$3.44M Buy
16,737
+69
+0.4% +$14.1K 0.05% 287
2024
Q3 		$2.21M Sell
16,668
-242
-1% -$39.9K 0.04% 353
2024
Q2 		$2.52M Buy
16,910
+5
+0% +$757 0.04% 334
2024
Q1 		$2.7M Buy
16,905
+237
+1% +$34.5K 0.04% 330
2023
Q4 		$2.21M Buy
16,668
+2,558
+18% +$314K 0.04% 357
2023
Q3 		$1.59M Buy
14,110
+764
+6% +$94.1K 0.03% 383
2023
Q2 		$1.68M Buy
13,346
+2,196
+20% +$259K 0.03% 384
2023
Q1 		$1.26M Buy
11,150
+530
+5% +$58.3K 0.03% 378
2022
Q4 		$1.07M Sell
10,620
-211
-2% -$21K 0.02% 392
2022
Q3 		$1.01M Buy
10,831
+1,453
+15% +$148K 0.02% 395
2022
Q2 		$834K Sell
9,378
-4,044
-30% -$392K 0.02% 438
2022
Q1 		$1.36M Sell
13,422
-1,135
-8% -$115K 0.02% 401
2021
Q4 		$1.51M Sell
14,557
-1,623
-10% -$168K 0.03% 383
2021
Q3 		$1.76M Buy
16,180
+1,192
+8% +$133K 0.03% 359
2021
Q2 		$1.6M Sell
14,988
-4,640
-24% -$539K 0.03% 365
2021
Q1 		$2.34M Buy
19,628
+7,375
+60% +$846K 0.04% 302
2020
Q4 		$1.4M Buy
12,253
+9,815
+403% +$1.06M 0.03% 353
2020
Q3 		$251K Buy
+2,438
New +$243K 0.01% 597

Other funds holding FISV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Pittenger & Anderson Inc
Pittenger & Anderson Inc Lincoin, Nebraska $2.78B AUM 11.69% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pinnacle Associates's FISV Position: Q3 2026 in Review

Pinnacle Associates increased its Fiserv Inc (FISV) stake by 7.6% in Q3 2026, buying an estimated $17.9K and bringing the position to 4,943 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Pinnacle Associates first reported a position in FISV in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.71M in Q1 2025. 543 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Pinnacle Associates held 4,943 shares of Fiserv Inc worth $223K as of Q3 2026.
  • Pinnacle Associates bought 350 Fiserv Inc shares in Q3 2026, an estimated $17.9K.
  • Fiserv Inc made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #892 holding.
  • Pinnacle Associates first reported a position in Fiserv Inc in Q3 2020 and has held it in 25 quarters since.
  • Pinnacle Associates's Fiserv Inc position peaked at $3.71M in Q1 2025.
  • 543 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.