SSCM
FISV

Sovereign's Capital Management’s Fiserv Inc FISV Stock Holding History

Sovereign's Capital 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 		$5.83M Buy
104,416
+4,470
+4% +$277K 4.29% 1
2025
Q4 		$6.71M Buy
99,946
+60,455
+153% +$5.06M 4.07% 3
2025
Q3 		$5.09M Buy
39,491
+21,671
+122% +$3.11M 2.76% 8
2025
Q2 		$3.07M Buy
17,820
+1,344
+8% +$244K 1.64% 25
2025
Q1 		$3.64M Sell
16,476
-478
-3% -$105K 2.16% 17
2024
Q4 		$3.48M Buy
+16,954
New +$3.46M 2.22% 15

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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 $1.66T AUM 25.57% 1-Year Est. Return

Sovereign's Capital Management's FISV Position: Q1 2026 in Review

Sovereign's Capital Management increased its Fiserv Inc (FISV) stake by 4.5% in Q1 2026, buying an estimated $277K and bringing the position to 104,416 shares worth $5.83M. The position accounts for 4.29% of the portfolio, ranked #1.

Sovereign's Capital Management first reported a position in FISV in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.71M in Q4 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Sovereign's Capital Management held 104,416 shares of Fiserv Inc worth $5.83M as of Q1 2026.
  • Sovereign's Capital Management bought 4,470 Fiserv Inc shares in Q1 2026, an estimated $277K.
  • Fiserv Inc made up 4.29% of Sovereign's Capital Management's portfolio in Q1 2026, its #1 holding.
  • Sovereign's Capital Management first reported a position in Fiserv Inc in Q4 2024 and has held it in 6 quarters since.
  • Sovereign's Capital Management's Fiserv Inc position peaked at $6.71M in Q4 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

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