STA
FISV

Summit Trail Advisors’s Fiserv Inc FISV Stock Holding History

Summit Trail Advisors’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 		$1.76M Buy
35,972
+6,813
+23% +$381K 0.02% 691
2026
Q1 		$1.63M Sell
29,159
-8,732
-23% -$540K 0.02% 680
2025
Q4 		$2.55M Buy
37,891
+16,824
+80% +$1.41M 0.04% 291
2025
Q3 		$2.72M Buy
21,067
+3,151
+18% +$452K 0.04% 291
2025
Q2 		$3.09M Buy
+17,916
New +$3.25M 0.05% 177
2024
Q4 		– Sell
-12,538
Closed -$2.25M – 520
2024
Q3 		$2.25M Buy
12,538
+95
+0.8% +$15.7K 0.06% 149
2024
Q2 		$1.85M Sell
12,443
-303
-2% -$45.9K 0.05% 149
2024
Q1 		$2.04M Buy
12,746
+2,930
+30% +$427K 0.05% 132
2023
Q4 		$1.3M Sell
9,816
-507
-5% -$62.2K 0.04% 137
2023
Q3 		$1.17M Buy
10,323
+262
+3% +$32.3K 0.04% 137
2023
Q2 		$1.27M Buy
10,061
+4,638
+86% +$546K 0.05% 140
2023
Q1 		$613K Buy
5,423
+580
+12% +$63.8K 0.02% 192
2022
Q4 		$489K Sell
4,843
-59
-1% -$5.88K 0.02% 189
2022
Q3 		$459K Sell
4,902
-560
-10% -$57.1K 0.02% 191
2022
Q2 		$486K Buy
5,462
+2,407
+79% +$233K 0.03% 190
2022
Q1 		$310K Buy
+3,055
New +$309K 0.03% 240
2020
Q4 		– Sell
-3,837
Closed -$406K – 216
2020
Q3 		$406K Sell
3,837
-3,130
-45% -$312K 0.08% 125
2020
Q2 		$680K Buy
6,967
+2,535
+57% +$255K 0.13% 75
2020
Q1 		$421K Buy
+4,432
New +$492K 0.11% 80
2019
Q4 		– Sell
-3,923
Closed -$406K – 86
2019
Q3 		$406K Buy
+3,923
New +$401K 0.14% 55
2018
Q2 		– Sell
-6,233
Closed -$225K – 541
2018
Q1 		$225K Buy
6,233
+1,981
+47% +$139K 0.04% 346
2017
Q4 		$292K Buy
+4,252
New +$275K 0.04% 325

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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 $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Trail Advisors's FISV Position: Q2 2026 in Review

Summit Trail Advisors increased its Fiserv Inc (FISV) stake by 23% in Q2 2026, buying an estimated $381K and bringing the position to 35,972 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #691.

Summit Trail Advisors first reported a position in FISV in Q4 2017 and has held it in 22 quarters since. The position peaked at $3.09M in Q2 2025. 926 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Summit Trail Advisors held 35,972 shares of Fiserv Inc worth $1.76M as of Q2 2026.
  • Summit Trail Advisors bought 6,813 Fiserv Inc shares in Q2 2026, an estimated $381K.
  • Fiserv Inc made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #691 holding.
  • Summit Trail Advisors first reported a position in Fiserv Inc in Q4 2017 and has held it in 22 quarters since.
  • Summit Trail Advisors's Fiserv Inc position peaked at $3.09M in Q2 2025.
  • 926 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.