RWM
FISV

Ritholtz Wealth Management’s Fiserv Inc FISV Stock Holding History

Ritholtz Wealth 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
Q1 		– Sell
-4,715
Closed -$317K – 1220
2025
Q4 		$317K Sell
4,715
-3,739
-44% -$313K 0.01% 872
2025
Q3 		$1.09M Buy
8,454
+717
+9% +$103K 0.02% 471
2025
Q2 		$1.33M Buy
7,737
+810
+12% +$147K 0.03% 396
2025
Q1 		$1.53M Buy
6,927
+1,821
+36% +$399K 0.05% 303
2024
Q4 		$1.05M Buy
5,106
+994
+24% +$203K 0.03% 352
2024
Q3 		$739K Buy
4,112
+569
+16% +$93.9K 0.02% 450
2024
Q2 		$528K Buy
3,543
+19
+0.5% +$2.88K 0.02% 507
2024
Q1 		$563K Buy
3,524
+310
+10% +$45.1K 0.02% 497
2023
Q4 		$427K Buy
3,214
+230
+8% +$28.2K 0.02% 527
2023
Q3 		$337K Sell
2,984
-29
-1% -$3.57K 0.02% 531
2023
Q2 		$380K Buy
3,013
+336
+13% +$39.6K 0.02% 487
2023
Q1 		$303K Buy
+2,677
New +$294K 0.02% 516
2022
Q4 		– Sell
-11,965
Closed -$1.12M – 639
2022
Q3 		$1.12M Buy
+11,965
New +$1.22M 0.06% 219

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ritholtz Wealth Management's FISV Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 4,715 shares — an estimated $317K sold.

Ritholtz Wealth Management first reported a position in FISV in Q3 2022 and held it in 13 quarters. The position peaked at $1.53M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,715 Fiserv Inc shares in Q1 2026, an estimated $317K.
  • Ritholtz Wealth Management first reported a position in Fiserv Inc in Q3 2022 and held it in 13 quarters.
  • Ritholtz Wealth Management's Fiserv Inc position peaked at $1.53M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.