Washington Trust’s Fiserv Inc FISV Stock Holding History

Washington Trust’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	–	Sell	-4,026	Closed	-$270K	–	287
2025 Q4	$270K	Sell	4,026 -1,146	-22%	-$95.9K	0.01%	251
2025 Q3	$667K	Buy	5,172 +175	+4%	+$25.1K	0.02%	176
2025 Q2	$862K	Sell	4,997 -1,196	-19%	-$217K	0.03%	152
2025 Q1	$1.37M	Sell	6,193 -273	-4%	-$59.8K	0.05%	131
2024 Q4	$1.33M	Sell	6,466 -77	-1%	-$15.7K	0.05%	136
2024 Q3	$1.18M	Sell	6,543 -1,352	-17%	-$223K	0.04%	140
2024 Q2	$1.18M	Sell	7,895 -948	-11%	-$144K	0.04%	140
2024 Q1	$1.41M	Sell	8,843 -50	-0.6%	-$7.28K	0.05%	136
2023 Q4	$1.18M	Sell	8,893 -130	-1%	-$16K	0.05%	140
2023 Q3	$1.02M	Hold	9,023	–	–	0.04%	136
2023 Q2	$1.14M	Buy	9,023 +1,070	+13%	+$126K	0.05%	134
2023 Q1	$899K	Hold	7,953	–	–	0.04%	144
2022 Q4	$804K	Hold	7,953	–	–	0.04%	149
2022 Q3	$744K	Hold	7,953	–	–	0.04%	147
2022 Q2	$708K	Sell	7,953 -125	-2%	-$12.1K	0.03%	148
2022 Q1	$819K	Buy	8,078 +260	+3%	+$26.3K	0.03%	152
2021 Q4	$811K	Sell	7,818 -325	-4%	-$33.6K	0.03%	154
2021 Q3	$884K	Buy	8,143 +100	+1%	+$11.2K	0.02%	189
2021 Q2	$860K	Hold	8,043	–	–	0.02%	186
2021 Q1	$957K	Buy	8,043 +186	+2%	+$21.3K	0.03%	177
2020 Q4	$895K	Buy	7,857 +325	+4%	+$35K	0.03%	180
2020 Q3	$776K	Sell	7,532 -370	-5%	-$36.9K	0.03%	178
2020 Q2	$767K	Buy	7,902 +5	+0.1%	+$503	0.03%	170
2020 Q1	$750K	Buy	+7,897	New	+$877K	0.04%	178
2019 Q4	–	Sell	-7,647	Closed	-$812K	–	191
2019 Q3	$812K	Buy	7,647 +484	+7%	+$49.4K	0.04%	141
2019 Q2	$653K	Hold	7,163	–	–	0.04%	161
2019 Q1	$612K	Sell	7,163 -86	-1%	-$7.1K	0.03%	159
2018 Q4	$533K	Sell	7,249 -293	-4%	-$22.6K	0.03%	161
2018 Q3	$621K	Hold	7,542	–	–	0.03%	160
2018 Q2	$559K	Sell	7,542 -12	-0.2%	-$871	0.03%	166
2018 Q1	$539K	Sell	7,554 -56	-0.7%	-$3.94K	0.03%	144
2017 Q4	$499K	Hold	7,610	–	–	0.03%	153
2017 Q3	$491K	Sell	7,610 -46	-0.6%	-$2.86K	0.03%	153
2017 Q2	$468K	Sell	7,656 -10	-0.1%	-$605	0.03%	154
2017 Q1	$442K	Buy	7,666 +10	+0.1%	+$561	0.03%	156
2016 Q4	$407K	Buy	7,656 +42	+0.6%	+$2.16K	0.03%	155
2016 Q3	$379K	Sell	7,614 -10	-0.1%	-$524	0.02%	156
2016 Q2	$414K	Hold	7,624	–	–	0.03%	150
2016 Q1	$391K	Buy	7,624 +318	+4%	+$15.1K	0.03%	157
2015 Q4	$334K	Sell	7,306 -400	-5%	-$18.8K	0.02%	162
2015 Q3	$334K	Buy	7,706 +76	+1%	+$3.29K	0.02%	159
2015 Q2	$316K	Hold	7,630	–	–	0.02%	174
2015 Q1	$303K	Buy	7,630 +400	+6%	+$15.3K	0.02%	178
2014 Q4	$257K	Buy	7,230 +570	+9%	+$19.5K	0.02%	183
2014 Q3	$215K	Hold	6,660	–	–	0.02%	181
2014 Q2	$201K	Buy	+6,660	New	+$197K	0.01%	186
2014 Q1	–	Sell	-7,260	Closed	-$214K	–	196
2013 Q4	$214K	Buy	+7,260	New	+$196K	0.02%	195

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Washington Trust's FISV Position: Q1 2026 in Review

Washington Trust sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 4,026 shares — an estimated $270K sold.

Washington Trust first reported a position in FISV in Q4 2013 and held it in 47 quarters. The position peaked at $1.41M in Q1 2024. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Washington Trust reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Washington Trust sold 4,026 Fiserv Inc shares in Q1 2026, an estimated $270K.
Washington Trust first reported a position in Fiserv Inc in Q4 2013 and held it in 47 quarters.
Washington Trust's Fiserv Inc position peaked at $1.41M in Q1 2024.
1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Washington Trust's 13F filing for Q1 2026, filed 6 Apr 2026.