TIM
FISV

Triad Investment Management’s Fiserv Inc FISV Stock Holding History

Triad Investment Management’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 		$3.52M Buy
71,706
+19,695
+38% +$1.1M 3.88% 12
2026
Q1 		$2.9M Buy
52,011
+42,521
+448% +$2.63M 3.43% 14
2025
Q4 		$637K Buy
+9,490
New +$794K 0.65% 29
2024
Q1 		$4.01M Sell
25,093
-2,919
-10% -$425K 4.87% 6
2023
Q4 		$3.72M Buy
28,012
+287
+1% +$35.2K 4.88% 4
2023
Q3 		$3.13M Buy
27,725
+266
+1% +$32.8K 4.57% 4
2023
Q2 		$3.46M Sell
27,459
-1,003
-4% -$118K 4.82% 3
2023
Q1 		$3.22M Buy
28,462
+620
+2% +$68.2K 4.68% 4
2022
Q4 		$2.81M Buy
27,842
+12
+0% +$1.2K 4.4% 4
2022
Q3 		$2.6M Sell
27,830
-585
-2% -$59.6K 4.52% 4
2022
Q2 		$2.53M Sell
28,415
-8,380
-23% -$813K 3.74% 6
2022
Q1 		$3.73M Buy
36,795
+1,137
+3% +$115K 3.53% 8
2021
Q4 		$3.7M Buy
+35,658
New +$3.69M 3.36% 8

Other funds holding FISV

PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Triad Investment Management's FISV Position: Q2 2026 in Review

Triad Investment Management increased its Fiserv Inc (FISV) stake by 38% in Q2 2026, buying an estimated $1.1M and bringing the position to 71,706 shares worth $3.52M. The position accounts for 3.88% of the portfolio, ranked #12.

Triad Investment Management first reported a position in FISV in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.01M in Q1 2024. 402 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Triad Investment Management held 71,706 shares of Fiserv Inc worth $3.52M as of Q2 2026.
  • Triad Investment Management bought 19,695 Fiserv Inc shares in Q2 2026, an estimated $1.1M.
  • Fiserv Inc made up 3.88% of Triad Investment Management's portfolio in Q2 2026, its #12 holding.
  • Triad Investment Management first reported a position in Fiserv Inc in Q4 2021 and has held it in 13 quarters since.
  • Triad Investment Management's Fiserv Inc position peaked at $4.01M in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.