Principal Securities’s Fiserv Inc FISV Stock Holding History

Principal Securities’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	$530K	Sell	10,808 -2,937	-21%	-$164K	0.01%	1051
2026 Q1	$767K	Buy	13,745 +2,947	+27%	+$182K	0.01%	812
2025 Q4	$725K	Sell	10,798 -15,516	-59%	-$1.3M	0.01%	801
2025 Q3	$3.39M	Sell	26,314 -2,574	-9%	-$369K	0.06%	306
2025 Q2	$4.98M	Buy	28,888 +1,571	+6%	+$285K	0.09%	208
2025 Q1	$5.61M	Hold	27,317	–	–	0.13%	154
2024 Q4	$5.61M	Buy	27,317 +1,565	+6%	+$319K	0.13%	152
2024 Q3	$4.63M	Buy	25,752 +1,592	+7%	+$263K	0.11%	177
2024 Q2	$3.6M	Buy	24,160 +3,265	+16%	+$494K	0.1%	192
2024 Q1	$3.34M	Buy	20,895 +2,810	+16%	+$409K	0.1%	189
2023 Q4	$2.4M	Buy	+18,085	New	+$2.22M	0.09%	219

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

Principal Securities's FISV Position: Q2 2026 in Review

Principal Securities reduced its Fiserv Inc (FISV) stake by 21% in Q2 2026, selling an estimated $164K and leaving 10,808 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #1051.

Principal Securities first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.61M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Principal Securities held 10,808 shares of Fiserv Inc worth $530K as of Q2 2026.
Principal Securities sold 2,937 Fiserv Inc shares in Q2 2026, an estimated $164K.
Fiserv Inc made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1051 holding.
Principal Securities first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Fiserv Inc position peaked at $5.61M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.