Robertson Opportunity Capital’s Fiserv Inc FISV Stock Holding History

Robertson Opportunity Capital’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	$7.64M	Buy	155,711 +56,000	+56%	+$3.13M	2.96%	13
2026 Q1	$5.56M	Hold	99,711	–	–	2.14%	16
2025 Q4	$6.7M	Buy	99,711 +35,111	+54%	+$2.94M	2.43%	16
2025 Q3	$8.33M	Hold	64,600	–	–	2.86%	15
2025 Q2	$11.1M	Hold	64,600	–	–	4.13%	9
2025 Q1	$14.3M	Hold	64,600	–	–	5.43%	7
2024 Q4	$13.3M	Hold	64,600	–	–	4.87%	7
2024 Q3	$11.6M	Hold	64,600	–	–	4.48%	9
2024 Q2	$9.63M	Hold	64,600	–	–	4.27%	10
2024 Q1	$10.3M	Sell	64,600 -26,483	-29%	-$3.86M	4.65%	9
2023 Q4	$12.1M	Hold	91,083	–	–	5.31%	8
2023 Q3	$10.3M	Hold	91,083	–	–	4.86%	9
2023 Q2	$11.5M	Hold	91,083	–	–	5.55%	8
2023 Q1	$10.3M	Hold	91,083	–	–	5.39%	8
2022 Q4	$9.21M	Hold	91,083	–	–	5.38%	10
2022 Q3	$8.52M	Hold	91,083	–	–	5.25%	9
2022 Q2	$8.1M	Hold	91,083	–	–	4.92%	9
2022 Q1	$9.24M	Hold	91,083	–	–	4.52%	9
2021 Q4	$9.45M	Hold	91,083	–	–	4.33%	9
2021 Q3	$9.88M	Hold	91,083	–	–	4.59%	7
2021 Q2	$9.74M	Sell	91,083 -10,200	-10%	-$1.19M	4.45%	8
2021 Q1	$12.1M	Hold	101,283	–	–	5.13%	3
2020 Q4	$11.5M	Sell	101,283 -4,100	-4%	-$442K	4.65%	6
2020 Q3	$10.9M	Hold	105,383	–	–	5.02%	5
2020 Q2	$10.3M	Hold	105,383	–	–	5.42%	4
2020 Q1	$10M	Hold	105,383	–	–	7.13%	3
2019 Q4	$12.2M	Hold	105,383	–	–	6.25%	4
2019 Q3	$10.9M	Buy	+105,383	New	+$10.8M	6.05%	5

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 $60.8B AUM 26.63% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Robertson Opportunity Capital's FISV Position: Q2 2026 in Review

Robertson Opportunity Capital increased its Fiserv Inc (FISV) stake by 56% in Q2 2026, buying an estimated $3.13M and bringing the position to 155,711 shares worth $7.64M. The position accounts for 2.96% of the portfolio, ranked #13.

Robertson Opportunity Capital first reported a position in FISV in Q3 2019 and has held it in 28 quarters since. The position peaked at $14.3M in Q1 2025. 1,153 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Robertson Opportunity Capital held 155,711 shares of Fiserv Inc worth $7.64M as of Q2 2026.
Robertson Opportunity Capital bought 56,000 Fiserv Inc shares in Q2 2026, an estimated $3.13M.
Fiserv Inc made up 2.96% of Robertson Opportunity Capital's portfolio in Q2 2026, its #13 holding.
Robertson Opportunity Capital first reported a position in Fiserv Inc in Q3 2019 and has held it in 28 quarters since.
Robertson Opportunity Capital's Fiserv Inc position peaked at $14.3M in Q1 2025.
1,153 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Robertson Opportunity Capital's 13F filing for Q2 2026, filed 13 Aug 2026.