WCM
FISV

Winthrop Capital Management’s Fiserv Inc FISV Stock Holding History

Winthrop Capital 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 		$23K Sell
460
-20
-4% -$1.12K 0.01% 205
2026
Q1 		$27K Buy
480
+460
+2,300% +$28.5K 0.01% 203
2025
Q4 		$1K Buy
+20
New +$1.67K ﹤0.01% 324

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Winthrop Capital Management's FISV Position: Q2 2026 in Review

Winthrop Capital Management reduced its Fiserv Inc (FISV) stake by 4.2% in Q2 2026, selling an estimated $1.12K and leaving 460 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #205.

Winthrop Capital Management first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $27K in Q1 2026. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Winthrop Capital Management held 460 shares of Fiserv Inc worth $23K as of Q2 2026.
  • Winthrop Capital Management sold 20 Fiserv Inc shares in Q2 2026, an estimated $1.12K.
  • Fiserv Inc made up 0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #205 holding.
  • Winthrop Capital Management first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Winthrop Capital Management's Fiserv Inc position peaked at $27K in Q1 2026.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.