AAS
FISV

Ameritas Advisory Services’s Fiserv Inc FISV Stock Holding History

Ameritas Advisory Services’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 		$219K Sell
3,927
-1,794
-31% -$111K 0.01% 899
2025
Q4 		$384K Sell
5,721
-9,236
-62% -$773K 0.01% 664
2025
Q3 		$1.93M Buy
14,957
+5,272
+54% +$756K 0.13% 146
2025
Q2 		$1.67M Sell
9,685
-4,899
-34% -$888K 0.09% 232
2025
Q1 		$3.06M Sell
14,584
-788
-5% -$173K 0.12% 168
2024
Q4 		$3.16M Buy
15,372
+4,562
+42% +$931K 0.11% 175
2024
Q3 		$1.94M Sell
10,810
-14,860
-58% -$2.45M 0.08% 243
2024
Q2 		$3.83M Buy
25,670
+269
+1% +$40.7K 0.14% 147
2024
Q1 		$3.79M Buy
25,401
+14,722
+138% +$2.14M 0.16% 130
2023
Q4 		$1.54M Sell
10,679
-16,005
-60% -$1.96M 0.08% 207
2023
Q3 		$3.02M Buy
26,684
+3,572
+15% +$440K 0.15% 137
2023
Q2 		$2.89M Buy
23,112
+2,855
+14% +$336K 0.37% 56
2023
Q1 		$2.29M Sell
20,257
-4,726
-19% -$520K 0.12% 172
2022
Q4 		$2.53M Buy
24,983
+4,913
+24% +$489K 0.12% 183
2022
Q3 		$1.88M Buy
20,070
+4
+0% +$408 0.11% 174
2022
Q2 		$1.78M Sell
20,066
-51
-0.3% -$4.95K 0.1% 195
2022
Q1 		$2.04M Buy
20,117
+4,977
+33% +$504K 0.07% 207
2021
Q4 		$1.57M Buy
+15,140
New +$1.57M 0.06% 258

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

Ameritas Advisory Services's FISV Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Fiserv Inc (FISV) stake by 31% in Q1 2026, selling an estimated $111K and leaving 3,927 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #899.

Ameritas Advisory Services first reported a position in FISV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.83M in Q2 2024. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Ameritas Advisory Services held 3,927 shares of Fiserv Inc worth $219K as of Q1 2026.
  • Ameritas Advisory Services sold 1,794 Fiserv Inc shares in Q1 2026, an estimated $111K.
  • Fiserv Inc made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #899 holding.
  • Ameritas Advisory Services first reported a position in Fiserv Inc in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's Fiserv Inc position peaked at $3.83M in Q2 2024.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.