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 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 $182B AUM 14.68% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robertson Opportunity Capital's FISV Position: Q1 2026 in Review

Robertson Opportunity Capital held its Fiserv Inc (FISV) position steady in Q1 2026 at 99,711 shares worth $5.56M. The position accounts for 2.14% of the portfolio, ranked #16.

Robertson Opportunity Capital first reported a position in FISV in Q3 2019 and has held it in 27 quarters since. The position peaked at $14.3M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Robertson Opportunity Capital held 99,711 shares of Fiserv Inc worth $5.56M as of Q1 2026.
Robertson Opportunity Capital left its Fiserv Inc share count unchanged in Q1 2026.
Fiserv Inc made up 2.14% of Robertson Opportunity Capital's portfolio in Q1 2026, its #16 holding.
Robertson Opportunity Capital first reported a position in Fiserv Inc in Q3 2019 and has held it in 27 quarters since.
Robertson Opportunity Capital's Fiserv Inc position peaked at $14.3M in Q1 2025.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Robertson Opportunity Capital's 13F filing for Q1 2026, filed 12 May 2026.