SAM
FISV

Smartleaf Asset Management’s Fiserv Inc FISV Stock Holding History

Smartleaf 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
Q1 		$284K Sell
5,201
-904
-15% -$55.9K 0.01% 674
2025
Q4 		$412K Sell
6,105
-3,202
-34% -$268K 0.02% 574
2025
Q3 		$1.21M Buy
9,307
+1,616
+21% +$232K 0.08% 279
2025
Q2 		$1.33M Sell
7,691
-1,391
-15% -$252K 0.12% 199
2025
Q1 		$1.96M Sell
9,082
-29
-0.3% -$6.35K 0.19% 121
2024
Q4 		$1.88M Buy
9,111
+1,229
+16% +$251K 0.19% 117
2024
Q3 		$1.41M Buy
7,882
+1,947
+33% +$321K 0.17% 141
2024
Q2 		$885K Buy
5,935
+1,503
+34% +$228K 0.15% 164
2024
Q1 		$706K Buy
4,432
+1,119
+34% +$163K 0.14% 174
2023
Q4 		$435K Buy
+3,313
New +$407K 0.12% 181

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smartleaf Asset Management's FISV Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Fiserv Inc (FISV) stake by 15% in Q1 2026, selling an estimated $55.9K and leaving 5,201 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #674.

Smartleaf Asset Management first reported a position in FISV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.96M in Q1 2025. 1,256 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Smartleaf Asset Management held 5,201 shares of Fiserv Inc worth $284K as of Q1 2026.
  • Smartleaf Asset Management sold 904 Fiserv Inc shares in Q1 2026, an estimated $55.9K.
  • Fiserv Inc made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #674 holding.
  • Smartleaf Asset Management first reported a position in Fiserv Inc in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Fiserv Inc position peaked at $1.96M in Q1 2025.
  • 1,256 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.