Orion Porfolio Solutions Trims Stake in Fiserv

Financial services technology company Fiserv sees reduced institutional investment

Published on Mar. 8, 2026

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Orion Porfolio Solutions LLC, an investment management firm, decreased its holdings in shares of Fiserv, Inc. (NASDAQ:FISV) by 19.7% during the 3rd quarter, according to a recent SEC filing. Fiserv is a global provider of financial services technology, offering account processing systems and digital banking platforms for banks, credit unions, and other financial institutions.

Why it matters

Fiserv is a major player in the financial technology industry, providing critical infrastructure and services to financial institutions. Changes in institutional investment in the company can signal shifts in market sentiment or performance expectations for Fiserv.

The details

According to the filing, Orion Porfolio Solutions reduced its stake in Fiserv by selling 10,789 shares during the 3rd quarter. The firm now owns 44,011 shares of the business services provider's stock, valued at $5,674,000 as of the most recent SEC report. Several other institutional investors have also recently adjusted their positions in Fiserv, with some increasing and others decreasing their holdings.

  • Orion Porfolio Solutions made the changes to its Fiserv holdings during the 3rd quarter of the year.

The players

Orion Porfolio Solutions LLC

An investment management firm that decreased its holdings in shares of Fiserv, Inc.

Fiserv, Inc.

A global provider of financial services technology, offering account processing systems and digital banking platforms for banks, credit unions, and other financial institutions.

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The takeaway

The reduction in Orion Porfolio Solutions' stake in Fiserv suggests a potential shift in institutional sentiment around the financial technology company, though the overall market consensus remains mixed with a balance of buy, hold, and sell ratings from analysts.