Welch & Forbes’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.1M | Sell |
308,444
-197,950
| -39% | -$11.1M | 0.18% | 89 |
|
|
2026
Q1 | $28.3M | Sell |
506,394
-50,990
| -9% | -$3.16M | 0.37% | 67 |
|
|
2025
Q4 | $37.4M | Sell |
557,384
-314,991
| -36% | -$26.4M | 0.45% | 57 |
|
|
2025
Q3 | $112M | Buy |
872,375
+6,556
| +0.8% | +$940K | 1.35% | 19 |
|
|
2025
Q2 | $149M | Buy |
865,819
+6,323
| +0.7% | +$1.15M | 1.86% | 12 |
|
|
2025
Q1 | $190M | Sell |
859,496
-15,265
| -2% | -$3.34M | 2.48% | 7 |
|
|
2024
Q4 | $180M | Sell |
874,761
-21,833
| -2% | -$4.46M | 2.31% | 8 |
|
|
2024
Q3 | $161M | Sell |
896,594
-8,298
| -0.9% | -$1.37M | 2.05% | 10 |
|
|
2024
Q2 | $136M | Sell |
904,892
-4,356
| -0.5% | -$659K | 1.82% | 12 |
|
|
2024
Q1 | $145M | Sell |
909,248
-3,311
| -0.4% | -$482K | 1.99% | 10 |
|
|
2023
Q4 | $121M | Buy |
912,559
+3,721
| +0.4% | +$457K | 1.83% | 12 |
|
|
2023
Q3 | $103M | Sell |
908,838
-3,625
| -0.4% | -$446K | 1.7% | 14 |
|
|
2023
Q2 | $115M | Sell |
912,463
-5,925
| -0.6% | -$697K | 1.82% | 13 |
|
|
2023
Q1 | $104M | Sell |
918,388
-825
| -0.1% | -$90.8K | 1.76% | 15 |
|
|
2022
Q4 | $92.9M | Sell |
919,213
-8,524
| -0.9% | -$849K | 1.67% | 16 |
|
|
2022
Q3 | $86.8M | Buy |
927,737
+365
| +0% | +$37.2K | 1.7% | 14 |
|
|
2022
Q2 | $82.5M | Buy |
927,372
+8,383
| +0.9% | +$813K | 1.51% | 16 |
|
|
2022
Q1 | $93.2M | Buy |
918,989
+20,503
| +2% | +$2.08M | 1.47% | 20 |
|
|
2021
Q4 | $93.3M | Buy |
898,486
+12,763
| +1% | +$1.32M | 1.4% | 21 |
|
|
2021
Q3 | $96.1M | Buy |
885,723
+8,055
| +0.9% | +$900K | 1.6% | 18 |
|
|
2021
Q2 | $93.8M | Buy |
877,668
+14,822
| +2% | +$1.72M | 1.59% | 18 |
|
|
2021
Q1 | $103M | Buy |
862,846
+16,372
| +2% | +$1.88M | 1.9% | 14 |
|
|
2020
Q4 | $96.4M | Buy |
846,474
+6,119
| +0.7% | +$659K | 1.89% | 13 |
|
|
2020
Q3 | $86.6M | Buy |
840,355
+15,672
| +2% | +$1.56M | 1.87% | 14 |
|
|
2020
Q2 | $80.5M | Buy |
824,683
+2,023
| +0.2% | +$204K | 1.89% | 13 |
|
|
2020
Q1 | $78.1M | Sell |
822,660
-3,133
| -0.4% | -$348K | 2.18% | 10 |
|
|
2019
Q4 | $95.5M | Sell |
825,793
-9,409
| -1% | -$1.04M | 2.12% | 11 |
|
|
2019
Q3 | $86.5M | Sell |
835,202
-17,301
| -2% | -$1.77M | 2.06% | 13 |
|
|
2019
Q2 | $77.7M | Buy |
852,503
+4,382
| +0.5% | +$384K | 1.89% | 14 |
|
|
2019
Q1 | $74.9M | Sell |
848,121
-16,432
| -2% | -$1.36M | 1.88% | 12 |
|
|
2018
Q4 | $63.5M | Buy |
864,553
+6,996
| +0.8% | +$541K | 1.79% | 14 |
|
|
2018
Q3 | $70.6M | Sell |
857,557
-5,188
| -0.6% | -$407K | 1.68% | 15 |
|
|
2018
Q2 | $63.9M | Buy |
862,745
+1,359
| +0.2% | +$98.7K | 1.65% | 15 |
|
|
2018
Q1 | $61.4M | Buy |
861,386
+8,712
| +1% | +$613K | 1.58% | 17 |
|
|
2017
Q4 | $55.9M | Sell |
852,674
-9,672
| -1% | -$625K | 1.49% | 19 |
|
|
2017
Q3 | $55.6M | Sell |
862,346
-1,116
| -0.1% | -$69.3K | 1.46% | 17 |
|
|
2017
Q2 | $52.8M | Buy |
863,462
+456
| +0.1% | +$27.6K | 1.48% | 17 |
|
|
2017
Q1 | $49.8M | Sell |
863,006
-4,764
| -0.5% | -$267K | 1.42% | 17 |
|
|
2016
Q4 | $46.1M | Sell |
867,770
-39,070
| -4% | -$2.01M | 1.38% | 19 |
|
|
2016
Q3 | $45.1M | Buy |
906,840
+13,830
| +2% | +$725K | 1.56% | 17 |
|
|
2016
Q2 | $48.5M | Buy |
893,010
+34,944
| +4% | +$1.8M | 1.48% | 17 |
|
|
2016
Q1 | $44M | Buy |
858,066
+80,336
| +10% | +$3.81M | 1.37% | 19 |
|
|
2015
Q4 | $35.6M | Buy |
777,730
+17,640
| +2% | +$828K | 1.14% | 24 |
|
|
2015
Q3 | $32.9M | Buy |
760,090
+55,914
| +8% | +$2.42M | 1.1% | 28 |
|
|
2015
Q2 | $29.2M | Buy |
704,176
+18,044
| +3% | +$726K | 0.91% | 40 |
|
|
2015
Q1 | $27.2M | Buy |
686,132
+3,490
| +0.5% | +$133K | 0.82% | 41 |
|
|
2014
Q4 | $24.2M | Sell |
682,642
-5,386
| -0.8% | -$184K | 0.71% | 45 |
|
|
2014
Q3 | $22.2M | Sell |
688,028
-4,306
| -0.6% | -$136K | 0.68% | 54 |
|
|
2014
Q2 | $20.9M | Buy |
692,334
+1,798
| +0.3% | +$53.3K | 0.66% | 55 |
|
|
2014
Q1 | $19.6M | Sell |
690,536
-724
| -0.1% | -$20.7K | 0.62% | 58 |
|
|
2013
Q4 | $20.4M | Sell |
691,260
-11,616
| -2% | -$313K | 0.65% | 59 |
|
|
2013
Q3 | $17.8M | Sell |
702,876
-1,708
| -0.2% | -$41.3K | 0.6% | 61 |
|
|
2013
Q2 | $15.4M | Buy |
+704,584
| New | +$15.5M | 0.55% | 64 |
|
Other funds holding FISV
CB
PAI
N
Welch & Forbes's FISV Position: Q2 2026 in Review
Welch & Forbes reduced its Fiserv Inc (FISV) stake by 39% in Q2 2026, selling an estimated $11.1M and leaving 308,444 shares worth $15.1M. The position accounts for 0.18% of the portfolio, ranked #89.
Welch & Forbes first reported a position in FISV in Q2 2013 and has held it in 53 quarters since. The position peaked at $190M in Q1 2025. 747 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Welch & Forbes held 308,444 shares of Fiserv Inc worth $15.1M as of Q2 2026.
- Welch & Forbes sold 197,950 Fiserv Inc shares in Q2 2026, an estimated $11.1M.
- Fiserv Inc made up 0.18% of Welch & Forbes's portfolio in Q2 2026, its #89 holding.
- Welch & Forbes first reported a position in Fiserv Inc in Q2 2013 and has held it in 53 quarters since.
- Welch & Forbes's Fiserv Inc position peaked at $190M in Q1 2025.
- 747 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.