SIM
FISV

Sentry Investment Management’s Fiserv Inc FISV Stock Holding History

Sentry Investment 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
Q1 		– Sell
-1,353
Closed -$91K – 186
2025
Q4 		$91K Hold
1,353
– – 0.06% 254
2025
Q3 		$171K Sell
1,353
-404
-23% -$57.9K 0.11% 157
2025
Q2 		$299K Hold
1,757
– – 0.16% 134
2025
Q1 		$349K Sell
1,757
-525
-23% -$115K 0.24% 92
2024
Q4 		$469K Sell
2,282
-372
-14% -$75.9K 0.22% 99
2024
Q3 		$477K Hold
2,654
– – 0.2% 116
2024
Q2 		$396K Sell
2,654
-543
-17% -$82.2K 0.18% 133
2024
Q1 		$511K Hold
3,197
– – 0.2% 125
2023
Q4 		$425K Sell
3,197
-343
-10% -$42.1K 0.18% 139
2023
Q3 		$400K Sell
3,540
-927
-21% -$114K 0.19% 111
2023
Q2 		$564K Buy
4,467
+261
+6% +$30.7K 0.21% 117
2023
Q1 		$475K Sell
4,206
-47
-1% -$5.17K 0.2% 133
2022
Q4 		$430K Buy
4,253
+109
+3% +$10.9K 0.19% 136
2022
Q3 		$388K Buy
4,144
+96
+2% +$9.78K 0.18% 116
2022
Q2 		$360K Sell
4,048
-493
-11% -$47.8K 0.16% 133
2022
Q1 		$460K Buy
+4,541
New +$460K 0.15% 143
2021
Q4 		– Sell
-5,437
Closed -$590K – 499
2021
Q3 		$590K Sell
5,437
-794
-13% -$88.7K 0.17% 144
2021
Q2 		$666K Buy
6,231
+1,286
+26% +$150K 0.17% 145
2021
Q1 		$589K Sell
4,945
-26,507
-84% -$3.04M 0.16% 148
2020
Q4 		$3.58M Sell
31,452
-1,183
-4% -$127K 0.18% 137
2020
Q3 		$3.36M Hold
32,635
– – 0.19% 132
2020
Q2 		$3.19M Sell
32,635
-2,549
-7% -$257K 0.19% 128
2020
Q1 		$3.34M Hold
35,184
– – 0.25% 104
2019
Q4 		$4.07M Buy
35,184
+1,423
+4% +$157K 0.24% 110
2019
Q3 		$3.5M Buy
33,761
+9,909
+42% +$1.01M 0.23% 117
2019
Q2 		$2.17M Hold
23,852
– – 0.14% 169
2019
Q1 		$2.11M Sell
23,852
-391
-2% -$32.3K 0.15% 169
2018
Q4 		$1.78M Sell
24,243
-3,532
-13% -$273K 0.13% 181
2018
Q3 		$2.29M Hold
27,775
– – 0.14% 175
2018
Q2 		$2.06M Sell
27,775
-3,087
-10% -$224K 0.13% 185
2018
Q1 		$2.2M Sell
30,862
-2,964
-9% -$208K 0.13% 195
2017
Q4 		$2.22M Buy
33,826
+752
+2% +$48.6K 0.12% 199
2017
Q3 		$2.13M Hold
33,074
– – 0.08% 202
2017
Q2 		$2.02M Hold
33,074
– – 0.08% 207
2017
Q1 		$1.91M Sell
33,074
-1,562
-5% -$87.7K 0.08% 211
2016
Q4 		$1.84M Hold
34,636
– – 0.08% 217
2016
Q3 		$1.72M Hold
34,636
– – 0.08% 225
2016
Q2 		$1.88M Hold
34,636
– – 0.08% 196
2016
Q1 		$1.78M Sell
34,636
-1,346
-4% -$63.8K 0.08% 202
2015
Q4 		$1.65M Buy
35,982
+11,100
+45% +$521K 0.08% 212
2015
Q3 		$1.08M Hold
24,882
– – 0.05% 260
2015
Q2 		$1.03M Hold
24,882
– – 0.05% 280
2015
Q1 		$988K Hold
24,882
– – 0.05% 279
2014
Q4 		$883K Hold
24,882
– – 0.04% 288
2014
Q3 		$804K Sell
24,882
-3,068
-11% -$97K 0.04% 286
2014
Q2 		$843K Sell
27,950
-2,050
-7% -$60.8K 0.04% 299
2014
Q1 		$850K Hold
30,000
– – 0.04% 295
2013
Q4 		$886K Sell
30,000
-10,800
-26% -$291K 0.05% 274
2013
Q3 		$1.03M Buy
40,800
+16,800
+70% +$406K 0.06% 232
2013
Q2 		$524K Buy
+24,000
New +$526K 0.03% 292

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sentry Investment Management's FISV Position: Q1 2026 in Review

Sentry Investment Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 1,353 shares — an estimated $91K sold.

Sentry Investment Management first reported a position in FISV in Q2 2013 and held it in 50 quarters. The position peaked at $4.07M in Q4 2019. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Sentry Investment Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 1,353 Fiserv Inc shares in Q1 2026, an estimated $91K.
  • Sentry Investment Management first reported a position in Fiserv Inc in Q2 2013 and held it in 50 quarters.
  • Sentry Investment Management's Fiserv Inc position peaked at $4.07M in Q4 2019.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.