WESCAP Management Group’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 | $637K | Hold |
12,985
| – | – | 0.12% | 83 |
|
|
2026
Q1 | $725K | Sell |
12,985
-100
| -0.8% | -$6.19K | 0.14% | 80 |
|
|
2025
Q4 | $879K | Sell |
13,085
-2,735
| -17% | -$229K | 0.18% | 68 |
|
|
2025
Q3 | $2.04M | Sell |
15,820
-210
| -1% | -$30.1K | 0.43% | 46 |
|
|
2025
Q2 | $2.76M | Sell |
16,030
-310
| -2% | -$56.2K | 0.63% | 36 |
|
|
2025
Q1 | $3.61M | Hold |
16,340
| – | – | 0.88% | 29 |
|
|
2024
Q4 | $3.36M | Hold |
16,340
| – | – | 0.81% | 30 |
|
|
2024
Q3 | $2.94M | Sell |
16,340
-284
| -2% | -$46.8K | 0.74% | 30 |
|
|
2024
Q2 | $2.48M | Hold |
16,624
| – | – | 0.7% | 30 |
|
|
2024
Q1 | $2.66M | Sell |
16,624
-83
| -0.5% | -$12.1K | 0.77% | 29 |
|
|
2023
Q4 | $2.22M | Sell |
16,707
-489
| -3% | -$60K | 0.72% | 32 |
|
|
2023
Q3 | $1.94M | Sell |
17,196
-646
| -4% | -$79.6K | 0.69% | 33 |
|
|
2023
Q2 | $2.25M | Hold |
17,842
| – | – | 0.79% | 28 |
|
|
2023
Q1 | $2.02M | Sell |
17,842
-733
| -4% | -$80.6K | 0.71% | 31 |
|
|
2022
Q4 | $1.88M | Sell |
18,575
-155
| -0.8% | -$15.4K | 0.66% | 35 |
|
|
2022
Q3 | $1.75M | Sell |
18,730
-541
| -3% | -$55.1K | 0.67% | 35 |
|
|
2022
Q2 | $1.71M | Sell |
19,271
-365
| -2% | -$35.4K | 0.59% | 38 |
|
|
2022
Q1 | $1.99M | Sell |
19,636
-338
| -2% | -$34.2K | 0.56% | 42 |
|
|
2021
Q4 | $2.07M | Sell |
19,974
-1,889
| -9% | -$195K | 0.57% | 42 |
|
|
2021
Q3 | $2.37M | Sell |
21,863
-137
| -0.6% | -$15.3K | 0.69% | 34 |
|
|
2021
Q2 | $2.35M | Sell |
22,000
-243
| -1% | -$28.3K | 0.68% | 34 |
|
|
2021
Q1 | $2.65M | Sell |
22,243
-962
| -4% | -$110K | 0.73% | 33 |
|
|
2020
Q4 | $2.64M | Sell |
23,205
-1,773
| -7% | -$191K | 0.79% | 31 |
|
|
2020
Q3 | $2.57M | Sell |
24,978
-1,611
| -6% | -$160K | 0.86% | 31 |
|
|
2020
Q2 | $2.6M | Sell |
26,589
-1,577
| -6% | -$159K | 0.92% | 28 |
|
|
2020
Q1 | $2.67M | Sell |
28,166
-767
| -3% | -$85.2K | 1.12% | 24 |
|
|
2019
Q4 | $3.35M | Sell |
28,933
-1,144
| -4% | -$126K | 1.3% | 20 |
|
|
2019
Q3 | $3.12M | Sell |
30,077
-1,932
| -6% | -$197K | 1.28% | 21 |
|
|
2019
Q2 | $2.92M | Sell |
32,009
-274
| -0.8% | -$24K | 1.21% | 24 |
|
|
2019
Q1 | $2.85M | Sell |
32,283
-569
| -2% | -$47K | 1.21% | 23 |
|
|
2018
Q4 | $2.41M | Hold |
32,852
| – | – | 1.15% | 22 |
|
|
2018
Q3 | $2.71M | Sell |
32,852
-206
| -0.6% | -$16.2K | 1.37% | 20 |
|
|
2018
Q2 | $2.45M | Hold |
33,058
| – | – | 1.18% | 19 |
|
|
2018
Q1 | $2.36M | Sell |
33,058
-714
| -2% | -$50.2K | 0.94% | 23 |
|
|
2017
Q4 | $2.21M | Buy |
33,772
+216
| +0.6% | +$13.9K | 0.87% | 29 |
|
|
2017
Q3 | $2.16M | Hold |
33,556
| – | – | 0.97% | 26 |
|
|
2017
Q2 | $2.05M | Sell |
33,556
-892
| -3% | -$54K | 0.97% | 26 |
|
|
2017
Q1 | $1.99M | Sell |
34,448
-3,474
| -9% | -$195K | 0.97% | 26 |
|
|
2016
Q4 | $2.02M | Sell |
37,922
-1,306
| -3% | -$67.1K | 1.03% | 22 |
|
|
2016
Q3 | $1.95M | Sell |
39,228
-5,146
| -12% | -$270K | 1.02% | 20 |
|
|
2016
Q2 | $2.41M | Sell |
44,374
-2,670
| -6% | -$137K | 1.19% | 18 |
|
|
2016
Q1 | $2.41M | Sell |
47,044
-1,052
| -2% | -$49.9K | 1.21% | 17 |
|
|
2015
Q4 | $2.2M | Buy |
+48,096
| New | +$2.26M | 1.18% | 14 |
|
Other funds holding FISV
CB
WESCAP Management Group's FISV Position: Q2 2026 in Review
WESCAP Management Group held its Fiserv Inc (FISV) position steady in Q2 2026 at 12,985 shares worth $637K. The position accounts for 0.12% of the portfolio, ranked #83.
WESCAP Management Group first reported a position in FISV in Q4 2015 and has held it in 43 quarters since. The position peaked at $3.61M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- WESCAP Management Group held 12,985 shares of Fiserv Inc worth $637K as of Q2 2026.
- WESCAP Management Group left its Fiserv Inc share count unchanged in Q2 2026.
- Fiserv Inc made up 0.12% of WESCAP Management Group's portfolio in Q2 2026, its #83 holding.
- WESCAP Management Group first reported a position in Fiserv Inc in Q4 2015 and has held it in 43 quarters since.
- WESCAP Management Group's Fiserv Inc position peaked at $3.61M in Q1 2025.
- 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.