Ridgewood Investments’s Fiserv Inc FISV Stock Holding History

Ridgewood Investments’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	–	Sell	-3,587	Closed	-$200K	–	214
2026 Q1	$200K	Buy	+3,587	New	+$222K	0.08%	208
2025 Q3	$321K	Buy	2,799 +2,776	+12,070%	+$398K	0.14%	171
2025 Q2	$3.88K	Hold	23	–	–	﹤0.01%	619
2025 Q1	$4.97K	Hold	23	–	–	﹤0.01%	561
2024 Q4	$4.62K	Hold	23	–	–	﹤0.01%	588
2024 Q3	$4.04K	Sell	23 -55	-71%	-$9.07K	﹤0.01%	609
2024 Q2	$11.6K	Buy	+78	New	+$11.8K	0.01%	491
2023 Q3	–	Sell	-78	Closed	-$9.81K	–	382
2023 Q2	$9.81K	Hold	78	–	–	0.01%	514
2023 Q1	$8.79K	Buy	+78	New	+$8.58K	0.01%	530
2020 Q1	–	Sell	-1,845	Closed	-$213K	–	173
2019 Q4	$213K	Buy	+1,845	New	+$204K	0.15%	168

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

Ridgewood Investments's FISV Position: Q2 2026 in Review

Ridgewood Investments sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 3,587 shares — an estimated $200K sold.

Ridgewood Investments first reported a position in FISV in Q4 2019 and held it in 10 quarters. The position peaked at $321K in Q3 2025. 811 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Ridgewood Investments reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Ridgewood Investments sold 3,587 Fiserv Inc shares in Q2 2026, an estimated $200K.
Ridgewood Investments first reported a position in Fiserv Inc in Q4 2019 and held it in 10 quarters.
Ridgewood Investments's Fiserv Inc position peaked at $321K in Q3 2025.
811 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.