Rockefeller Capital Management’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.69M | Sell |
66,135
-284
| -0.4% | -$17.6K | 0.01% | 1043 |
|
|
2025
Q4 | $4.46M | Sell |
66,419
-31,761
| -32% | -$2.66M | 0.01% | 920 |
|
|
2025
Q3 | $12.7M | Buy |
98,180
+12,924
| +15% | +$1.85M | 0.02% | 563 |
|
|
2025
Q2 | $16.5M | Sell |
85,256
-9,422
| -10% | -$1.71M | 0.04% | 445 |
|
|
2025
Q1 | $20.9M | Buy |
94,678
+6,951
| +8% | +$1.52M | 0.05% | 354 |
|
|
2024
Q4 | $18M | Buy |
87,727
+3,787
| +5% | +$773K | 0.05% | 376 |
|
|
2024
Q3 | $15.1M | Buy |
83,940
+297
| +0.4% | +$49K | 0.04% | 419 |
|
|
2024
Q2 | $12.5M | Sell |
83,643
-1,213
| -1% | -$184K | 0.04% | 442 |
|
|
2024
Q1 | $13.6M | Sell |
84,856
-26,670
| -24% | -$3.88M | 0.04% | 426 |
|
|
2023
Q4 | $14.8M | Buy |
111,526
+438
| +0.4% | +$53.7K | 0.05% | 361 |
|
|
2023
Q3 | $12.6M | Buy |
111,088
+704
| +0.6% | +$86.7K | 0.05% | 361 |
|
|
2023
Q2 | $11M | Buy |
110,384
+9,074
| +9% | +$1.07M | 0.04% | 405 |
|
|
2023
Q1 | $11.4M | Sell |
101,310
-51,274
| -34% | -$5.64M | 0.05% | 377 |
|
|
2022
Q4 | $15.4M | Buy |
152,584
+69,226
| +83% | +$6.89M | 0.08% | 278 |
|
|
2022
Q3 | $7.8M | Buy |
83,358
+75,490
| +959% | +$7.69M | 0.04% | 421 |
|
|
2022
Q2 | $699K | Sell |
7,868
-2,842
| -27% | -$276K | ﹤0.01% | 1127 |
|
|
2022
Q1 | $1.08M | Sell |
10,710
-7,365
| -41% | -$745K | 0.01% | 1022 |
|
|
2021
Q4 | $1.88M | Sell |
18,075
-6,078
| -25% | -$628K | 0.01% | 819 |
|
|
2021
Q3 | $2.62M | Sell |
24,153
-555
| -2% | -$62K | 0.01% | 675 |
|
|
2021
Q2 | $2.64M | Buy |
24,708
+8,615
| +54% | +$1M | 0.01% | 643 |
|
|
2021
Q1 | $1.92M | Buy |
16,093
+4,623
| +40% | +$531K | 0.01% | 589 |
|
|
2020
Q4 | $1.3M | Buy |
11,470
+4,703
| +69% | +$507K | 0.01% | 622 |
|
|
2020
Q3 | $697K | Buy |
6,767
+2,807
| +71% | +$280K | 0.01% | 691 |
|
|
2020
Q2 | $387K | Sell |
3,960
-535
| -12% | -$53.9K | ﹤0.01% | 784 |
|
|
2020
Q1 | $427K | Buy |
4,495
+3,188
| +244% | +$354K | 0.01% | 642 |
|
|
2019
Q4 | $151K | Buy |
1,307
+871
| +200% | +$96.2K | ﹤0.01% | 838 |
|
|
2019
Q3 | $45K | Buy |
436
+326
| +296% | +$33.3K | ﹤0.01% | 997 |
|
|
2019
Q2 | $10K | Sell |
110
-812
| -88% | -$71.2K | ﹤0.01% | 1234 |
|
|
2019
Q1 | $82K | Buy |
922
+516
| +127% | +$42.6K | ﹤0.01% | 801 |
|
|
2018
Q4 | $30K | Hold |
406
| – | – | ﹤0.01% | 574 |
|
|
2018
Q3 | $33K | Hold |
406
| – | – | ﹤0.01% | 467 |
|
|
2018
Q2 | $30K | Buy |
+406
| New | +$29.5K | ﹤0.01% | 489 |
|
Other funds holding FISV
VCM
VPM
Rockefeller Capital Management's FISV Position: Q1 2026 in Review
Rockefeller Capital Management reduced its Fiserv Inc (FISV) stake by 0.43% in Q1 2026, selling an estimated $17.6K and leaving 66,135 shares worth $3.69M. The position accounts for 0.01% of the portfolio, ranked #1043.
Rockefeller Capital Management first reported a position in FISV in Q2 2018 and has held it in 32 quarters since. The position peaked at $20.9M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.
- Rockefeller Capital Management held 66,135 shares of Fiserv Inc worth $3.69M as of Q1 2026.
- Rockefeller Capital Management sold 284 Fiserv Inc shares in Q1 2026, an estimated $17.6K.
- Fiserv Inc made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1043 holding.
- Rockefeller Capital Management first reported a position in Fiserv Inc in Q2 2018 and has held it in 32 quarters since.
- Rockefeller Capital Management's Fiserv Inc position peaked at $20.9M in Q1 2025.
- 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.
Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.