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FISV

SummitTX Capital’s Fiserv Inc FISV Stock Holding History

SummitTX Capital’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 		$274K Buy
+5,596
New +$313K 0.01% 689
2026
Q1 		– Sell
-10,515
Closed -$706K – 839
2025
Q4 		$706K Buy
+10,515
New +$880K 0.02% 471
2025
Q3 		– Sell
-11,153
Closed -$1.92M – 827
2025
Q2 		$1.92M Buy
11,153
+6,161
+123% +$1.12M 0.08% 260
2025
Q1 		$1.1M Buy
+4,992
New +$1.09M 0.05% 385

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

SummitTX Capital's FISV Position: Q2 2026 in Review

SummitTX Capital opened a new position in Fiserv Inc (FISV) in Q2 2026: 5,596 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #689 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in FISV as recently as Q4 2025.

SummitTX Capital first reported a position in FISV in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.92M in Q2 2025. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • SummitTX Capital held 5,596 shares of Fiserv Inc worth $274K as of Q2 2026.
  • Fiserv Inc was a new SummitTX Capital position in Q2 2026.
  • Fiserv Inc made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #689 holding.
  • SummitTX Capital first reported a position in Fiserv Inc in Q1 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Fiserv Inc position peaked at $1.92M in Q2 2025.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.