SP
FISV

Saranac Partners’s Fiserv Inc FISV Stock Holding History

Saranac 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 		$3.97M Buy
80,882
+12,542
+18% +$701K 1.16% 33
2026
Q1 		$3.8M Buy
68,340
+22,088
+48% +$1.37M 1.63% 28
2025
Q4 		$3.11M Sell
46,252
-1,406
-3% -$118K 1.21% 31
2025
Q3 		$6.16M Buy
47,658
+22,418
+89% +$3.21M 1.12% 22
2025
Q2 		$4.35M Buy
25,240
+360
+1% +$65.3K 2.31% 20
2025
Q1 		$5.49M Buy
+24,880
New +$5.45M 3.12% 12

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 $3.38T AUM 44.17% 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
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Saranac Partners's FISV Position: Q2 2026 in Review

Saranac Partners increased its Fiserv Inc (FISV) stake by 18% in Q2 2026, buying an estimated $701K and bringing the position to 80,882 shares worth $3.97M. The position accounts for 1.16% of the portfolio, ranked #33.

Saranac Partners first reported a position in FISV in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.16M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Saranac Partners held 80,882 shares of Fiserv Inc worth $3.97M as of Q2 2026.
  • Saranac Partners bought 12,542 Fiserv Inc shares in Q2 2026, an estimated $701K.
  • Fiserv Inc made up 1.16% of Saranac Partners's portfolio in Q2 2026, its #33 holding.
  • Saranac Partners first reported a position in Fiserv Inc in Q1 2025 and has held it in 6 quarters since.
  • Saranac Partners's Fiserv Inc position peaked at $6.16M in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.