Swan Capital’s Fiserv Inc FISV Stock Holding History

Swan 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 Q1	$21.3K	Buy	382 +82	+27%	+$5.07K	0.01%	123
2025 Q4	$20.2K	Buy	300 +200	+200%	+$16.7K	0.01%	124
2025 Q3	$12.9K	Buy	+100	New	+$14.3K	0.01%	143

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Swan Capital's FISV Position: Q1 2026 in Review

Swan Capital increased its Fiserv Inc (FISV) stake by 27% in Q1 2026, buying an estimated $5.07K and bringing the position to 382 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #123.

Swan Capital first reported a position in FISV in Q3 2025 and has held it in 3 quarters since. 1,253 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Swan Capital held 382 shares of Fiserv Inc worth $21.3K as of Q1 2026.
Swan Capital bought 82 Fiserv Inc shares in Q1 2026, an estimated $5.07K.
Fiserv Inc made up 0.01% of Swan Capital's portfolio in Q1 2026, its #123 holding.
Swan Capital first reported a position in Fiserv Inc in Q3 2025 and has held it in 3 quarters since.
1,253 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.