AG
FISV

Advisor Group’s Fiserv Inc FISV Stock Holding History

Advisor Group’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
2019
Q4 		$6.77M Buy
58,578
+11,760
+25% +$1.3M 0.05% 327
2019
Q3 		$4.85M Buy
46,818
+16,923
+57% +$1.73M 0.04% 422
2019
Q2 		$2.73M Sell
29,895
-5,398
-15% -$473K 0.02% 625
2019
Q1 		$3.12M Buy
35,293
+12,600
+56% +$1.04M 0.03% 525
2018
Q4 		$1.67M Buy
22,693
+3,954
+21% +$306K 0.02% 707
2018
Q3 		$1.54M Buy
18,739
+5,369
+40% +$421K 0.02% 759
2018
Q2 		$990K Sell
13,370
-185
-1% -$13.4K 0.01% 864
2018
Q1 		$966K Sell
13,555
-2,773
-17% -$195K 0.01% 892
2017
Q4 		$1.07M Buy
16,328
+3,382
+26% +$218K 0.01% 845
2017
Q3 		$835K Buy
12,946
+822
+7% +$51.1K 0.01% 909
2017
Q2 		$740K Buy
12,124
+2,196
+22% +$133K 0.01% 912
2017
Q1 		$573K Buy
9,928
+294
+3% +$16.5K 0.01% 997
2016
Q4 		$511K Sell
9,634
-3,048
-24% -$157K 0.01% 1008
2016
Q3 		$630K Sell
12,682
-3,746
-23% -$196K 0.02% 852
2016
Q2 		$890K Buy
+16,428
New +$846K 0.02% 659

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's FISV Position: Q4 2019 in Review

Advisor Group increased its Fiserv Inc (FISV) stake by 25% in Q4 2019, buying an estimated $1.3M and bringing the position to 58,578 shares worth $6.77M. The position accounts for 0.05% of the portfolio, ranked #327.

Advisor Group first reported a position in FISV in Q2 2016 and has held it in 15 quarters since. 1,228 funds tracked by Wall St. Rank hold FISV as of Q4 2019.

  • Advisor Group held 58,578 shares of Fiserv Inc worth $6.77M as of Q4 2019.
  • Advisor Group bought 11,760 Fiserv Inc shares in Q4 2019, an estimated $1.3M.
  • Fiserv Inc made up 0.05% of Advisor Group's portfolio in Q4 2019, its #327 holding.
  • Advisor Group first reported a position in Fiserv Inc in Q2 2016 and has held it in 15 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.