Portfolio Design Labs’s Fiserv Inc FISV Stock Holding History

Portfolio Design Labs’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	–	Sell	-15,491	Closed	-$864K	–	230
2026 Q1	$864K	Buy	15,491 +5,912	+62%	+$366K	0.15%	147
2025 Q4	$643K	Buy	9,579 +714	+8%	+$59.8K	0.11%	150
2025 Q3	$1.14M	Buy	8,865 +6,142	+226%	+$880K	0.2%	135
2025 Q2	$469K	Sell	2,723 -2,491	-48%	-$452K	0.09%	107
2025 Q1	$1.15M	Sell	5,214 -11,541	-69%	-$2.53M	0.24%	88
2024 Q4	$3.44M	Buy	16,755 +832	+5%	+$170K	0.71%	35
2024 Q3	$2.86M	Sell	15,923 -1,339	-8%	-$221K	0.8%	34
2024 Q2	$2.57M	Buy	17,262 +3,000	+21%	+$454K	0.79%	52
2024 Q1	$2.28M	Buy	+14,262	New	+$2.08M	0.77%	56

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Portfolio Design Labs's FISV Position: Q2 2026 in Review

Portfolio Design Labs sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 15,491 shares — an estimated $864K sold.

Portfolio Design Labs first reported a position in FISV in Q1 2024 and held it in 9 quarters. The position peaked at $3.44M in Q4 2024. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Portfolio Design Labs reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Portfolio Design Labs sold 15,491 Fiserv Inc shares in Q2 2026, an estimated $864K.
Portfolio Design Labs first reported a position in Fiserv Inc in Q1 2024 and held it in 9 quarters.
Portfolio Design Labs's Fiserv Inc position peaked at $3.44M in Q4 2024.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.