PCM
FISV

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
Q2 		$12M Buy
244,684
+20,183
+9% +$1.13M 2.57% 7
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
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

Poehling Capital Management's FISV Position: Q2 2026 in Review

Poehling Capital Management increased its Fiserv Inc (FISV) stake by 9% in Q2 2026, buying an estimated $1.13M and bringing the position to 244,684 shares worth $12M. The position accounts for 2.57% of the portfolio, ranked #7.

Poehling Capital Management first reported a position in FISV in Q4 2017 and has held it in 17 quarters since. The position peaked at $13.9M in Q4 2025. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Poehling Capital Management held 244,684 shares of Fiserv Inc worth $12M as of Q2 2026.
  • Poehling Capital Management bought 20,183 Fiserv Inc shares in Q2 2026, an estimated $1.13M.
  • Fiserv Inc made up 2.57% of Poehling Capital Management's portfolio in Q2 2026, its #7 holding.
  • Poehling Capital Management first reported a position in Fiserv Inc in Q4 2017 and has held it in 17 quarters since.
  • Poehling Capital Management's Fiserv Inc position peaked at $13.9M in Q4 2025.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.