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
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

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Pinnacle Associates's FISV Position: Q2 2026 in Review

Pinnacle Associates reduced its Fiserv Inc (FISV) stake by 51% in Q2 2026, selling an estimated $266K and leaving 4,593 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Pinnacle Associates first reported a position in FISV in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.71M in Q1 2025. 1,150 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Pinnacle Associates held 4,593 shares of Fiserv Inc worth $225K as of Q2 2026.
  • Pinnacle Associates sold 4,761 Fiserv Inc shares in Q2 2026, an estimated $266K.
  • Fiserv Inc made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #897 holding.
  • Pinnacle Associates first reported a position in Fiserv Inc in Q3 2020 and has held it in 24 quarters since.
  • Pinnacle Associates's Fiserv Inc position peaked at $3.71M in Q1 2025.
  • 1,150 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.