Stoneridge Investment Partners’s Fiserv Inc FISV Stock Holding History

Stoneridge Investment 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	$944K	Sell	17,495 -22,356	-56%	-$1.25M	0.62%	41
2026 Q1	$2.22M	Hold	39,851	–	–	1.61%	14
2025 Q4	$2.68M	Buy	39,851 +20,193	+103%	+$1.69M	1.86%	14
2025 Q3	$2.54M	Buy	19,658 +10,888	+124%	+$1.56M	1.74%	14
2025 Q2	$1.51M	Buy	+8,770	New	+$1.59M	1.14%	28
2021 Q2	–	Sell	-6,991	Closed	-$832K	–	112
2021 Q1	$832K	Sell	6,991 -5,100	-42%	-$585K	0.44%	73
2020 Q4	$1.38M	Sell	12,091 -200	-2%	-$21.6K	0.8%	39
2020 Q3	$1.27M	Sell	12,291 -9,149	-43%	-$911K	0.84%	38
2020 Q2	$2.09M	Sell	21,440 -3,600	-14%	-$363K	0.88%	38
2020 Q1	$2.38M	Buy	25,040 +2,522	+11%	+$280K	1.07%	32
2019 Q4	$2.6M	Buy	+22,518	New	+$2.49M	0.88%	41

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Stoneridge Investment Partners's FISV Position: Q2 2026 in Review

Stoneridge Investment Partners reduced its Fiserv Inc (FISV) stake by 56% in Q2 2026, selling an estimated $1.25M and leaving 17,495 shares worth $944K. The position accounts for 0.62% of the portfolio, ranked #41.

Stoneridge Investment Partners first reported a position in FISV in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.68M in Q4 2025. 781 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Stoneridge Investment Partners held 17,495 shares of Fiserv Inc worth $944K as of Q2 2026.
Stoneridge Investment Partners sold 22,356 Fiserv Inc shares in Q2 2026, an estimated $1.25M.
Fiserv Inc made up 0.62% of Stoneridge Investment Partners's portfolio in Q2 2026, its #41 holding.
Stoneridge Investment Partners first reported a position in Fiserv Inc in Q4 2019 and has held it in 11 quarters since.
Stoneridge Investment Partners's Fiserv Inc position peaked at $2.68M in Q4 2025.
781 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.