RCM
FISV

Ridgepath Capital Management’s Fiserv Inc FISV Stock Holding History

Ridgepath Capital Management’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 		$500K Buy
10,194
+2,200
+28% +$123K 0.22% 35
2026
Q1 		$446K Buy
7,994
+761
+11% +$47.1K 0.22% 35
2025
Q4 		$933K Hold
7,233
– – 0.43% 22
2025
Q3 		$933K Hold
7,233
– – 0.4% 24
2025
Q2 		$1.25M Buy
7,233
+485
+7% +$88K 0.57% 19
2025
Q1 		$1.49M Hold
6,748
– – 0.72% 20
2024
Q4 		$1.39M Hold
6,748
– – 0.64% 20
2024
Q3 		$1.21M Hold
6,748
– – 0.97% 20
2024
Q2 		$1.01M Hold
6,748
– – 0.99% 19
2024
Q1 		$1.08M Buy
+6,748
New +$983K 1.21% 16

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

Ridgepath Capital Management's FISV Position: Q2 2026 in Review

Ridgepath Capital Management increased its Fiserv Inc (FISV) stake by 28% in Q2 2026, buying an estimated $123K and bringing the position to 10,194 shares worth $500K. The position accounts for 0.22% of the portfolio, ranked #35.

Ridgepath Capital Management first reported a position in FISV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q1 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Ridgepath Capital Management held 10,194 shares of Fiserv Inc worth $500K as of Q2 2026.
  • Ridgepath Capital Management bought 2,200 Fiserv Inc shares in Q2 2026, an estimated $123K.
  • Fiserv Inc made up 0.22% of Ridgepath Capital Management's portfolio in Q2 2026, its #35 holding.
  • Ridgepath Capital Management first reported a position in Fiserv Inc in Q1 2024 and has held it in 10 quarters since.
  • Ridgepath Capital Management's Fiserv Inc position peaked at $1.49M in Q1 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Ridgepath Capital Management's 13F filing for Q2 2026, filed 20 Aug 2026.