Poehling Capital Management’s Fiserv Inc FISV Stock Holding History

Poehling Capital Management’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	$12.5M	Buy	224,501 +17,845	+9%	+$1.1M	2.64%	6
2025 Q4	$13.9M	Buy	206,656 +191,324	+1,248%	+$16M	2.84%	7
2025 Q3	$1.98M	Buy	+15,332	New	+$2.2M	0.42%	60
2023 Q3	–	Sell	-7,514	Closed	-$948K	–	124
2023 Q2	$948K	Sell	7,514 -4,308	-36%	-$507K	0.32%	70
2023 Q1	$1.34M	Buy	11,822 +1,438	+14%	+$158K	0.45%	65
2022 Q4	$1.05M	Buy	10,384 +166	+2%	+$16.5K	0.39%	66
2022 Q3	$956K	Sell	10,218 -804	-7%	-$81.9K	0.4%	63
2022 Q2	$981K	Buy	11,022 +402	+4%	+$39K	0.37%	57
2022 Q1	$1.08M	Buy	10,620 +552	+5%	+$55.9K	0.33%	73
2021 Q4	$1.04M	Buy	10,068 +413	+4%	+$42.7K	0.34%	74
2021 Q3	$1.05M	Sell	9,655 -226	-2%	-$25.3K	0.35%	77
2021 Q2	$1.06M	Buy	9,881 +2,274	+30%	+$264K	0.34%	82
2021 Q1	$906K	Buy	+7,607	New	+$873K	0.32%	85
2018 Q3	–	Sell	-170	Closed	-$13K	–	164
2018 Q2	$13K	Hold	170	–	–	0.01%	215
2018 Q1	$12K	Hold	170	–	–	0.01%	221
2017 Q4	$11K	Buy	+170	New	+$11K	0.01%	217

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Poehling Capital Management's FISV Position: Q1 2026 in Review

Poehling Capital Management increased its Fiserv Inc (FISV) stake by 8.6% in Q1 2026, buying an estimated $1.1M and bringing the position to 224,501 shares worth $12.5M. The position accounts for 2.64% of the portfolio, ranked #6.

Poehling Capital Management first reported a position in FISV in Q4 2017 and has held it in 16 quarters since. The position peaked at $13.9M in Q4 2025. 1,253 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Poehling Capital Management held 224,501 shares of Fiserv Inc worth $12.5M as of Q1 2026.
Poehling Capital Management bought 17,845 Fiserv Inc shares in Q1 2026, an estimated $1.1M.
Fiserv Inc made up 2.64% of Poehling Capital Management's portfolio in Q1 2026, its #6 holding.
Poehling Capital Management first reported a position in Fiserv Inc in Q4 2017 and has held it in 16 quarters since.
Poehling Capital Management's Fiserv Inc position peaked at $13.9M in Q4 2025.
1,253 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.