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
Q2 		$254K Hold
5,201
– – 0.01% 739
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 $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
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

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

Smartleaf Asset Management held its Fiserv Inc (FISV) position steady in Q2 2026 at 5,201 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #739.

Smartleaf Asset Management first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q1 2025. 1,151 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Smartleaf Asset Management held 5,201 shares of Fiserv Inc worth $254K as of Q2 2026.
  • Smartleaf Asset Management left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #739 holding.
  • Smartleaf Asset Management first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Fiserv Inc position peaked at $1.96M in Q1 2025.
  • 1,151 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.