Annex Advisory Services’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $525K | Sell |
10,708
-642
| -6% | -$35.9K | 0.01% | 254 |
|
|
2026
Q1 | $633K | Sell |
11,350
-1,627
| -13% | -$101K | 0.01% | 224 |
|
|
2025
Q4 | $872K | Sell |
12,977
-337
| -3% | -$28.2K | 0.02% | 190 |
|
|
2025
Q3 | $1.72M | Buy |
13,314
+222
| +2% | +$31.8K | 0.04% | 138 |
|
|
2025
Q2 | $2.26M | Buy |
13,092
+764
| +6% | +$139K | 0.05% | 124 |
|
|
2025
Q1 | $2.72M | Sell |
12,328
-86
| -0.7% | -$18.8K | 0.08% | 109 |
|
|
2024
Q4 | $2.55M | Sell |
12,414
-458
| -4% | -$93.5K | 0.08% | 113 |
|
|
2024
Q3 | $2.31M | Hold |
12,872
| – | – | 0.07% | 105 |
|
|
2024
Q2 | $1.92M | Sell |
12,872
-8
| -0.1% | -$1.21K | 0.07% | 105 |
|
|
2024
Q1 | $2.06M | Sell |
12,880
-456
| -3% | -$66.4K | 0.07% | 103 |
|
|
2023
Q4 | $1.77M | Buy |
13,336
+871
| +7% | +$107K | 0.07% | 104 |
|
|
2023
Q3 | $1.41M | Hold |
12,465
| – | – | 0.09% | 95 |
|
|
2023
Q2 | $1.57M | Sell |
12,465
-699
| -5% | -$82.3K | 0.09% | 92 |
|
|
2023
Q1 | $1.49M | Sell |
13,164
-1,340
| -9% | -$147K | 0.08% | 94 |
|
|
2022
Q4 | $1.47M | Sell |
14,504
-1,473
| -9% | -$147K | 0.08% | 101 |
|
|
2022
Q3 | $1.5M | Sell |
15,977
-54
| -0.3% | -$5.5K | 0.1% | 97 |
|
|
2022
Q2 | $1.43M | Sell |
16,031
-769
| -5% | -$74.6K | 0.1% | 109 |
|
|
2022
Q1 | $1.7M | Sell |
16,800
-449
| -3% | -$45.4K | 0.12% | 103 |
|
|
2021
Q4 | $1.79M | Sell |
17,249
-2,158
| -11% | -$223K | 0.12% | 95 |
|
|
2021
Q3 | $2.11M | Sell |
19,407
-332
| -2% | -$37.1K | 0.17% | 80 |
|
|
2021
Q2 | $2.11M | Sell |
19,739
-5,951
| -23% | -$692K | 0.17% | 83 |
|
|
2021
Q1 | $3.06M | Buy |
25,690
+813
| +3% | +$93.3K | 0.29% | 62 |
|
|
2020
Q4 | $2.83M | Buy |
24,877
+4,886
| +24% | +$527K | 0.28% | 59 |
|
|
2020
Q3 | $2.06M | Sell |
19,991
-1,000
| -5% | -$99.6K | 0.26% | 47 |
|
|
2020
Q2 | $2.05M | Buy |
20,991
+1,395
| +7% | +$140K | 0.29% | 43 |
|
|
2020
Q1 | $1.86M | Buy |
19,596
+235
| +1% | +$26.1K | 0.26% | 38 |
|
|
2019
Q4 | $2.24M | Sell |
19,361
-944
| -5% | -$104K | 0.27% | 49 |
|
|
2019
Q3 | $2.1M | Buy |
20,305
+4,160
| +26% | +$425K | 0.28% | 43 |
|
|
2019
Q2 | $1.47M | Hold |
16,145
| – | – | 0.21% | 56 |
|
|
2019
Q1 | $1.43M | Sell |
16,145
-216
| -1% | -$17.8K | 0.21% | 58 |
|
|
2018
Q4 | $1.2M | Sell |
16,361
-460
| -3% | -$35.6K | 0.19% | 67 |
|
|
2018
Q3 | $1.39M | Hold |
16,821
| – | – | 0.21% | 59 |
|
|
2018
Q2 | $1.25M | Hold |
16,821
| – | – | 0.21% | 62 |
|
|
2018
Q1 | $1.2M | Sell |
16,821
-2,287
| -12% | -$161K | 0.22% | 58 |
|
|
2017
Q4 | $1.25M | Sell |
19,108
-2,728
| -12% | -$176K | 0.24% | 47 |
|
|
2017
Q3 | $1.41M | Hold |
21,836
| – | – | 0.29% | 32 |
|
|
2017
Q2 | $1.34M | Buy |
21,836
+1,984
| +10% | +$120K | 0.3% | 28 |
|
|
2017
Q1 | $1.15M | Sell |
19,852
-2,704
| -12% | -$152K | 0.28% | 28 |
|
|
2016
Q4 | $1.2M | Hold |
22,556
| – | – | 0.29% | 26 |
|
|
2016
Q3 | $1.12M | Hold |
22,556
| – | – | 0.29% | 26 |
|
|
2016
Q2 | $1.23M | Buy |
22,556
+4,586
| +26% | +$236K | 0.33% | 24 |
|
|
2016
Q1 | $922K | Buy |
17,970
+600
| +3% | +$28.5K | 0.26% | 24 |
|
|
2015
Q4 | $794K | Buy |
17,370
+668
| +4% | +$31.4K | 0.23% | 30 |
|
|
2015
Q3 | $723K | Buy |
16,702
+344
| +2% | +$14.9K | 0.24% | 26 |
|
|
2015
Q2 | $677K | Buy |
16,358
+416
| +3% | +$16.7K | 0.22% | 31 |
|
|
2015
Q1 | $633K | Buy |
15,942
+2,260
| +17% | +$86.2K | 0.2% | 31 |
|
|
2014
Q4 | $486K | Sell |
13,682
-300
| -2% | -$10.3K | 0.15% | 38 |
|
|
2014
Q3 | $452K | Hold |
13,982
| – | – | 0.15% | 39 |
|
|
2014
Q2 | $422K | Hold |
13,982
| – | – | 0.14% | 42 |
|
|
2014
Q1 | $396K | Sell |
13,982
-3,130
| -18% | -$89.5K | 0.15% | 46 |
|
|
2013
Q4 | $505K | Buy |
17,112
+800
| +5% | +$21.6K | 0.19% | 46 |
|
|
2013
Q3 | $412K | Hold |
16,312
| – | – | 0.19% | 57 |
|
|
2013
Q2 | $356K | Buy |
+16,312
| New | +$358K | 0.2% | 64 |
|
Other funds holding FISV
CB
Annex Advisory Services's FISV Position: Q2 2026 in Review
Annex Advisory Services reduced its Fiserv Inc (FISV) stake by 5.7% in Q2 2026, selling an estimated $35.9K and leaving 10,708 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #254.
Annex Advisory Services first reported a position in FISV in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.06M in Q1 2021. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Annex Advisory Services held 10,708 shares of Fiserv Inc worth $525K as of Q2 2026.
- Annex Advisory Services sold 642 Fiserv Inc shares in Q2 2026, an estimated $35.9K.
- Fiserv Inc made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #254 holding.
- Annex Advisory Services first reported a position in Fiserv Inc in Q2 2013 and has held it in 53 quarters since.
- Annex Advisory Services's Fiserv Inc position peaked at $3.06M in Q1 2021.
- 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.