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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's FISV Position: Q1 2026 in Review

Raymond James Financial reduced its Fiserv Inc (FISV) stake by 42% in Q1 2026, selling an estimated $34M and leaving 748,802 shares worth $41.8M. The position accounts for 0.01% of the portfolio, ranked #971.

Raymond James Financial first reported a position in FISV in Q4 2024 and has held it in 6 quarters since. The position peaked at $681M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Raymond James Financial held 748,802 shares of Fiserv Inc worth $41.8M as of Q1 2026.
  • Raymond James Financial sold 549,354 Fiserv Inc shares in Q1 2026, an estimated $34M.
  • Fiserv Inc made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #971 holding.
  • Raymond James Financial first reported a position in Fiserv Inc in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Fiserv Inc position peaked at $681M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.