SAM
FISV

Sagewood Asset Management’s Fiserv Inc FISV Stock Holding History

Sagewood Asset Management’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 		$1.43M Sell
29,096
-689
-2% -$38.5K 0.32% 52
2026
Q1 		$1.66M Sell
29,785
-10,466
-26% -$648K 0.52% 30
2025
Q4 		$2.7M Buy
+40,251
New +$3.37M 0.96% 17

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sagewood Asset Management's FISV Position: Q2 2026 in Review

Sagewood Asset Management reduced its Fiserv Inc (FISV) stake by 2.3% in Q2 2026, selling an estimated $38.5K and leaving 29,096 shares worth $1.43M. The position accounts for 0.32% of the portfolio, ranked #52.

Sagewood Asset Management first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.7M in Q4 2025. 900 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Sagewood Asset Management held 29,096 shares of Fiserv Inc worth $1.43M as of Q2 2026.
  • Sagewood Asset Management sold 689 Fiserv Inc shares in Q2 2026, an estimated $38.5K.
  • Fiserv Inc made up 0.32% of Sagewood Asset Management's portfolio in Q2 2026, its #52 holding.
  • Sagewood Asset Management first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's Fiserv Inc position peaked at $2.7M in Q4 2025.
  • 900 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.