RIL
FISV

Rothschild Investment LLC’s Fiserv Inc FISV Stock Holding History

Rothschild Investment LLC’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 		$88.8K Sell
1,810
-5,538
-75% -$310K ﹤0.01% 1088
2026
Q1 		$410K Buy
7,348
+5,608
+322% +$347K 0.02% 455
2025
Q4 		$117K Sell
1,740
-1,938
-53% -$162K 0.01% 767
2025
Q3 		$474K Buy
3,678
+2,192
+148% +$314K 0.03% 368
2025
Q2 		$256K Buy
1,486
+284
+24% +$51.5K 0.02% 450
2025
Q1 		$265K Buy
1,202
+59
+5% +$12.9K 0.02% 442
2024
Q4 		$235K Buy
1,143
+18
+2% +$3.67K 0.02% 470
2024
Q3 		$202K Buy
1,125
+37
+3% +$6.1K 0.01% 511
2024
Q2 		$162K Buy
1,088
+310
+40% +$46.9K 0.01% 534
2024
Q1 		$124K Buy
778
+56
+8% +$8.16K 0.01% 554
2023
Q4 		$95.9K Buy
+722
New +$88.6K 0.01% 538

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

Rothschild Investment LLC's FISV Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Fiserv Inc (FISV) stake by 75% in Q2 2026, selling an estimated $310K and leaving 1,810 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Rothschild Investment LLC first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $474K in Q3 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Rothschild Investment LLC held 1,810 shares of Fiserv Inc worth $88.8K as of Q2 2026.
  • Rothschild Investment LLC sold 5,538 Fiserv Inc shares in Q2 2026, an estimated $310K.
  • Fiserv Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1088 holding.
  • Rothschild Investment LLC first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Fiserv Inc position peaked at $474K in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.