Annis Gardner Whiting Capital Advisors’s Fiserv Inc FISV Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-3,905	Closed	-$218K	–	650
2026 Q1	$218K	Sell	3,905 -214	-5%	-$13.2K	0.03%	298
2025 Q4	$277K	Sell	4,119 -118	-3%	-$9.88K	0.05%	257
2025 Q3	$546K	Buy	4,237 +2,090	+97%	+$300K	0.11%	153
2025 Q2	$370K	Sell	2,147 -91	-4%	-$16.5K	0.13%	147
2025 Q1	$494K	Sell	2,238 -5,094	-69%	-$1.12M	0.21%	100
2024 Q4	$1.51M	Hold	7,332	–	–	0.42%	46
2024 Q3	$1.32M	Sell	7,332 -437	-6%	-$72.1K	0.37%	50
2024 Q2	$1.16M	Sell	7,769 -274	-3%	-$41.5K	0.33%	55
2024 Q1	$1.29M	Sell	8,043 -285	-3%	-$41.5K	0.46%	31
2023 Q4	$1.11M	Buy	8,328 +680	+9%	+$83.4K	0.49%	33
2023 Q3	$864K	Buy	+7,648	New	+$942K	0.46%	36

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's FISV Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 3,905 shares — an estimated $218K sold.

Annis Gardner Whiting Capital Advisors first reported a position in FISV in Q3 2023 and held it in 11 quarters. The position peaked at $1.51M in Q4 2024. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 3,905 Fiserv Inc shares in Q2 2026, an estimated $218K.
Annis Gardner Whiting Capital Advisors first reported a position in Fiserv Inc in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Fiserv Inc position peaked at $1.51M in Q4 2024.
1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.