SFS
FISV

Sunrise Financial Services’s Fiserv Inc FISV Stock Holding History

Sunrise Financial Services’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 		$883 Sell
18
-12
-40% -$671 ﹤0.01% 505
2026
Q1 		$1.67K Buy
30
+12
+67% +$743 ﹤0.01% 430
2025
Q4 		$1.21K Buy
+18
New +$1.51K ﹤0.01% 446

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
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Sunrise Financial Services's FISV Position: Q2 2026 in Review

Sunrise Financial Services reduced its Fiserv Inc (FISV) stake by 40% in Q2 2026, selling an estimated $671 and leaving 18 shares worth $883. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Sunrise Financial Services first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.67K in Q1 2026. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Sunrise Financial Services held 18 shares of Fiserv Inc worth $883 as of Q2 2026.
  • Sunrise Financial Services sold 12 Fiserv Inc shares in Q2 2026, an estimated $671.
  • Fiserv Inc made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #505 holding.
  • Sunrise Financial Services first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Fiserv Inc position peaked at $1.67K in Q1 2026.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.