ACA
FISV

Aptus Capital Advisors’s Fiserv Inc FISV Stock Holding History

Aptus 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
Q1 		– Sell
-8,820
Closed -$592K – 1711
2025
Q4 		$592K Sell
8,820
-78,227
-90% -$6.55M ﹤0.01% 692
2025
Q3 		$11.2M Buy
87,047
+5,282
+6% +$757K 0.08% 195
2025
Q2 		$14.1M Sell
81,765
-27,506
-25% -$4.99M 0.11% 157
2025
Q1 		$24.1M Buy
109,271
+5,551
+5% +$1.22M 0.25% 89
2024
Q4 		$21.3M Buy
103,720
+13,329
+15% +$2.72M 0.22% 100
2024
Q3 		$16.2M Buy
90,391
+15,081
+20% +$2.49M 0.24% 99
2024
Q2 		$11.2M Buy
75,310
+16,993
+29% +$2.57M 0.2% 104
2024
Q1 		$9.32M Sell
58,317
-4,314
-7% -$628K 0.17% 111
2023
Q4 		$8.32M Buy
62,631
+329
+0.5% +$40.4K 0.23% 95
2023
Q3 		$7.04M Sell
62,302
-15,697
-20% -$1.93M 0.19% 106
2023
Q2 		$9.84M Sell
77,999
-3,043
-4% -$358K 0.24% 90
2023
Q1 		$9.16M Buy
81,042
+26,671
+49% +$2.93M 0.25% 85
2022
Q4 		$5.5M Buy
54,371
+4,340
+9% +$432K 0.17% 104
2022
Q3 		$4.68M Buy
+50,031
New +$5.1M 0.11% 110
2020
Q2 		– Sell
-23,211
Closed -$2.2M – 426
2020
Q1 		$2.2M Buy
+23,211
New +$2.58M 0.19% 87

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 $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aptus Capital Advisors's FISV Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 8,820 shares — an estimated $592K sold.

Aptus Capital Advisors first reported a position in FISV in Q1 2020 and held it in 15 quarters. The position peaked at $24.1M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Aptus Capital Advisors reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 8,820 Fiserv Inc shares in Q1 2026, an estimated $592K.
  • Aptus Capital Advisors first reported a position in Fiserv Inc in Q1 2020 and held it in 15 quarters.
  • Aptus Capital Advisors's Fiserv Inc position peaked at $24.1M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.