RF
FISV

Rossby Financial’s Fiserv Inc FISV Stock Holding History

Rossby Financial’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 		$16K Sell
326
-672
-67% -$37.6K ﹤0.01% 1028
2026
Q1 		$55.3K Buy
998
+781
+360% +$48.3K 0.01% 710
2025
Q4 		$14.6K Sell
217
-2,599
-92% -$218K ﹤0.01% 811
2025
Q3 		$355K Buy
2,816
+214
+8% +$30.7K 0.12% 173
2025
Q2 		$449K Sell
2,602
-45
-2% -$8.16K 0.17% 126
2025
Q1 		$470K Buy
2,647
+893
+51% +$196K 0.2% 102
2024
Q4 		$360K Buy
+1,754
New +$358K 0.22% 115

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Rossby Financial's FISV Position: Q2 2026 in Review

Rossby Financial reduced its Fiserv Inc (FISV) stake by 67% in Q2 2026, selling an estimated $37.6K and leaving 326 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Rossby Financial first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $470K in Q1 2025. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Rossby Financial held 326 shares of Fiserv Inc worth $16K as of Q2 2026.
  • Rossby Financial sold 672 Fiserv Inc shares in Q2 2026, an estimated $37.6K.
  • Fiserv Inc made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1028 holding.
  • Rossby Financial first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's Fiserv Inc position peaked at $470K in Q1 2025.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.