PA
FISV

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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Pinnacle Associates's FISV Position: Q1 2026 in Review

Pinnacle Associates reduced its Fiserv Inc (FISV) stake by 36% in Q1 2026, selling an estimated $324K and leaving 9,354 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #655.

Pinnacle Associates first reported a position in FISV in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.71M in Q1 2025. 1,256 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Pinnacle Associates held 9,354 shares of Fiserv Inc worth $522K as of Q1 2026.
  • Pinnacle Associates sold 5,237 Fiserv Inc shares in Q1 2026, an estimated $324K.
  • Fiserv Inc made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #655 holding.
  • Pinnacle Associates first reported a position in Fiserv Inc in Q3 2020 and has held it in 23 quarters since.
  • Pinnacle Associates's Fiserv Inc position peaked at $3.71M in Q1 2025.
  • 1,256 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.