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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advyzon Investment Management's FISV Position: Q1 2026 in Review

Advyzon Investment Management reduced its Fiserv Inc (FISV) stake by 37% in Q1 2026, selling an estimated $211K and leaving 5,868 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #498.

Advyzon Investment Management first reported a position in FISV in Q3 2025 and has held it in 3 quarters since. The position peaked at $624K in Q4 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Advyzon Investment Management held 5,868 shares of Fiserv Inc worth $327K as of Q1 2026.
  • Advyzon Investment Management sold 3,416 Fiserv Inc shares in Q1 2026, an estimated $211K.
  • Fiserv Inc made up 0.03% of Advyzon Investment Management's portfolio in Q1 2026, its #498 holding.
  • Advyzon Investment Management first reported a position in Fiserv Inc in Q3 2025 and has held it in 3 quarters since.
  • Advyzon Investment Management's Fiserv Inc position peaked at $624K in Q4 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.