T
FISV

TOBAM’s Fiserv Inc FISV Stock Holding History

TOBAM’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 		$3.12M Sell
63,645
-11,525
-15% -$644K 0.76% 41
2026
Q1 		$4.19M Buy
75,170
+12,727
+20% +$787K 1.09% 30
2025
Q4 		$4.19M Buy
62,443
+41,427
+197% +$3.47M 1.03% 37
2025
Q3 		$2.71M Buy
21,016
+19,258
+1,095% +$2.76M 0.98% 37
2025
Q2 		$303K Buy
+1,758
New +$319K 0.12% 98
2025
Q1 		– Sell
-712
Closed -$146K – 278
2024
Q4 		$146K Sell
712
-222
-24% -$45.3K 0.04% 181
2024
Q3 		$168K Sell
934
-256
-22% -$42.2K 0.03% 194
2024
Q2 		$177K Sell
1,190
-674
-36% -$102K 0.03% 192
2024
Q1 		$298K Hold
1,864
– – 0.03% 186
2023
Q4 		$248K Sell
1,864
-841
-31% -$103K 0.02% 195
2023
Q3 		$306K Sell
2,705
-642
-19% -$79.1K 0.02% 163
2023
Q2 		$422K Buy
3,347
+289
+9% +$34K 0.03% 156
2023
Q1 		$346K Buy
3,058
+1,820
+147% +$200K 0.02% 160
2022
Q4 		$125K Sell
1,238
-934
-43% -$93K 0.01% 253
2022
Q3 		$203K Sell
2,172
-304
-12% -$31K 0.01% 213
2022
Q2 		$220K Buy
+2,476
New +$240K 0.01% 230

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TOBAM's FISV Position: Q2 2026 in Review

TOBAM reduced its Fiserv Inc (FISV) stake by 15% in Q2 2026, selling an estimated $644K and leaving 63,645 shares worth $3.12M. The position accounts for 0.76% of the portfolio, ranked #41.

TOBAM first reported a position in FISV in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.19M in Q1 2026. 764 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • TOBAM held 63,645 shares of Fiserv Inc worth $3.12M as of Q2 2026.
  • TOBAM sold 11,525 Fiserv Inc shares in Q2 2026, an estimated $644K.
  • Fiserv Inc made up 0.76% of TOBAM's portfolio in Q2 2026, its #41 holding.
  • TOBAM first reported a position in Fiserv Inc in Q2 2022 and has held it in 16 quarters since.
  • TOBAM's Fiserv Inc position peaked at $4.19M in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.