Raymond James Financial
FISV

Raymond James Financial’s Fiserv Inc FISV Stock Holding History

Raymond James Financial’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 		$35.4M Sell
720,882
-27,920
-4% -$1.56M 0.01% 1156
2026
Q1 		$41.8M Sell
748,802
-549,354
-42% -$34M 0.01% 971
2025
Q4 		$87.2M Sell
1,298,156
-1,080,584
-45% -$90.5M 0.03% 561
2025
Q3 		$307M Sell
2,378,740
-275,031
-10% -$39.4M 0.1% 188
2025
Q2 		$458M Sell
2,653,771
-430,865
-14% -$78.1M 0.16% 112
2025
Q1 		$681M Buy
3,084,636
+90,855
+3% +$19.9M 0.26% 70
2024
Q4 		$615M Buy
+2,993,781
New +$611M 0.23% 71

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 $3.38T AUM 44.17% 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

Raymond James Financial's FISV Position: Q2 2026 in Review

Raymond James Financial reduced its Fiserv Inc (FISV) stake by 3.7% in Q2 2026, selling an estimated $1.56M and leaving 720,882 shares worth $35.4M. The position accounts for 0.01% of the portfolio, ranked #1156.

Raymond James Financial first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $681M in Q1 2025. 1,153 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Raymond James Financial held 720,882 shares of Fiserv Inc worth $35.4M as of Q2 2026.
  • Raymond James Financial sold 27,920 Fiserv Inc shares in Q2 2026, an estimated $1.56M.
  • Fiserv Inc made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1156 holding.
  • Raymond James Financial first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Fiserv Inc position peaked at $681M in Q1 2025.
  • 1,153 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.