RFP
FISV

Root Financial Partners’s Fiserv Inc FISV Stock Holding History

Root Financial Partners’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
-1,222
Closed -$68.2K – 1369
2026
Q1 		$68.2K Buy
1,222
+64
+6% +$3.96K ﹤0.01% 727
2025
Q4 		$77.8K Sell
1,158
-281
-20% -$23.5K ﹤0.01% 551
2025
Q3 		$186K Buy
+1,439
New +$206K 0.01% 296
2025
Q2 		– Sell
-1,250
Closed -$276K – 259
2025
Q1 		$276K Sell
1,250
-1
-0.1% -$219 0.03% 167
2024
Q4 		$257K Buy
+1,251
New +$255K 0.03% 173

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Root Financial Partners's FISV Position: Q2 2026 in Review

Root Financial Partners sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 1,222 shares — an estimated $68.2K sold.

Root Financial Partners first reported a position in FISV in Q4 2024 and held it in 5 quarters. The position peaked at $276K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Root Financial Partners reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,222 Fiserv Inc shares in Q2 2026, an estimated $68.2K.
  • Root Financial Partners first reported a position in Fiserv Inc in Q4 2024 and held it in 5 quarters.
  • Root Financial Partners's Fiserv Inc position peaked at $276K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.