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
Q2 		$1.41M Buy
28,777
+24,850
+633% +$1.39M 0.03% 451
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 $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

Ameritas Advisory Services's FISV Position: Q2 2026 in Review

Ameritas Advisory Services increased its Fiserv Inc (FISV) stake by 633% in Q2 2026, buying an estimated $1.39M and bringing the position to 28,777 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #451.

Ameritas Advisory Services first reported a position in FISV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.83M in Q2 2024. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Ameritas Advisory Services held 28,777 shares of Fiserv Inc worth $1.41M as of Q2 2026.
  • Ameritas Advisory Services bought 24,850 Fiserv Inc shares in Q2 2026, an estimated $1.39M.
  • Fiserv Inc made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #451 holding.
  • Ameritas Advisory Services first reported a position in Fiserv Inc in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's Fiserv Inc position peaked at $3.83M in Q2 2024.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.