SF
FISV

Summit Financial’s Fiserv Inc FISV Stock Holding History

Summit Financial’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
-3,266
Closed -$219K – 1427
2025
Q4 		$219K Sell
3,266
-1,493
-31% -$125K ﹤0.01% 1212
2025
Q3 		$614K Buy
+4,759
New +$682K 0.01% 826
2025
Q1 		– Sell
-5,520
Closed -$1.13M – 721
2024
Q4 		$1.13M Buy
5,520
+1,295
+31% +$264K 0.04% 293
2024
Q3 		$759K Buy
4,225
+911
+27% +$150K 0.03% 306
2024
Q2 		$494K Buy
3,314
+1,346
+68% +$204K 0.02% 327
2024
Q1 		$315K Sell
1,968
-44
-2% -$6.41K 0.02% 314
2023
Q4 		$267K Buy
+2,012
New +$247K 0.02% 308

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

Summit Financial's FISV Position: Q1 2026 in Review

Summit Financial sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,266 shares — an estimated $219K sold.

Summit Financial first reported a position in FISV in Q4 2023 and held it in 7 quarters. The position peaked at $1.13M in Q4 2024. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Summit Financial reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 3,266 Fiserv Inc shares in Q1 2026, an estimated $219K.
  • Summit Financial first reported a position in Fiserv Inc in Q4 2023 and held it in 7 quarters.
  • Summit Financial's Fiserv Inc position peaked at $1.13M in Q4 2024.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.