Purkiss Capital Advisors’s Fiserv Inc FISV Stock Holding History

Purkiss Capital Advisors’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	$296K	Sell	6,030 -775	-11%	-$43.3K	0.11%	143
2026 Q1	$380K	Sell	6,805 -310	-4%	-$19.2K	0.17%	106
2025 Q4	$478K	Hold	7,115	–	–	0.22%	91
2025 Q3	$917K	Hold	7,115	–	–	0.44%	53
2025 Q2	$1.23M	Hold	7,115	–	–	0.68%	31
2025 Q1	$1.57M	Hold	7,115	–	–	1.19%	15
2024 Q4	$1.46M	Buy	+7,115	New	+$1.45M	1.26%	15

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

Purkiss Capital Advisors's FISV Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its Fiserv Inc (FISV) stake by 11% in Q2 2026, selling an estimated $43.3K and leaving 6,030 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #143.

Purkiss Capital Advisors first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Purkiss Capital Advisors held 6,030 shares of Fiserv Inc worth $296K as of Q2 2026.
Purkiss Capital Advisors sold 775 Fiserv Inc shares in Q2 2026, an estimated $43.3K.
Fiserv Inc made up 0.11% of Purkiss Capital Advisors's portfolio in Q2 2026, its #143 holding.
Purkiss Capital Advisors first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
Purkiss Capital Advisors's Fiserv Inc position peaked at $1.57M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.