AIM
FISV

Advyzon Investment Management’s Fiserv Inc FISV Stock Holding History

Advyzon Investment 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 		$331K Buy
6,752
+884
+15% +$49.4K 0.02% 582
2026
Q1 		$327K Sell
5,868
-3,416
-37% -$211K 0.03% 498
2025
Q4 		$624K Buy
9,284
+7,534
+431% +$631K 0.07% 265
2025
Q3 		$226K Buy
+1,750
New +$251K 0.04% 404

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

Advyzon Investment Management's FISV Position: Q2 2026 in Review

Advyzon Investment Management increased its Fiserv Inc (FISV) stake by 15% in Q2 2026, buying an estimated $49.4K and bringing the position to 6,752 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #582.

Advyzon Investment Management first reported a position in FISV in Q3 2025 and has held it in 4 quarters since. The position peaked at $624K in Q4 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Advyzon Investment Management held 6,752 shares of Fiserv Inc worth $331K as of Q2 2026.
  • Advyzon Investment Management bought 884 Fiserv Inc shares in Q2 2026, an estimated $49.4K.
  • Fiserv Inc made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #582 holding.
  • Advyzon Investment Management first reported a position in Fiserv Inc in Q3 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's Fiserv Inc position peaked at $624K in Q4 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.