AWA
FISV

Arkadios Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Arkadios Wealth 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 		$289K Sell
5,892
-1,799
-23% -$101K ﹤0.01% 1420
2026
Q1 		$429K Buy
7,691
+5
+0.1% +$309 0.01% 1189
2025
Q4 		$516K Sell
7,686
-3,888
-34% -$325K 0.01% 991
2025
Q3 		$1.49M Sell
11,574
-1,285
-10% -$184K 0.04% 493
2025
Q2 		$2.22M Buy
12,859
+10,346
+412% +$1.88M 0.07% 320
2025
Q1 		$555K Buy
2,513
+169
+7% +$37K 0.02% 670
2024
Q4 		$482K Sell
2,344
-173
-7% -$35.3K 0.03% 557
2024
Q3 		$452K Sell
2,517
-26
-1% -$4.29K 0.03% 577
2024
Q2 		$379K Buy
+2,543
New +$385K 0.03% 560
2021
Q4 		– Sell
-606
Closed -$65K – 983
2021
Q3 		$65K Sell
606
-523
-46% -$58.4K 0.01% 801
2021
Q2 		$120K Sell
1,129
-20
-2% -$2.33K 0.01% 672
2021
Q1 		$136K Buy
1,149
+3
+0.3% +$344 0.02% 478
2020
Q4 		$130K Buy
1,146
+543
+90% +$58.5K 0.03% 392
2020
Q3 		$61K Sell
603
-490
-45% -$48.8K 0.03% 371
2020
Q2 		$107K Buy
1,093
+498
+84% +$50.1K 0.06% 247
2020
Q1 		$56.5K Sell
595
-38
-6% -$4.22K 0.04% 319
2019
Q4 		$76.6K Buy
+633
New +$69.9K 0.05% 265

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Arkadios Wealth Advisors's FISV Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Fiserv Inc (FISV) stake by 23% in Q2 2026, selling an estimated $101K and leaving 5,892 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Arkadios Wealth Advisors first reported a position in FISV in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.22M in Q2 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Arkadios Wealth Advisors held 5,892 shares of Fiserv Inc worth $289K as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,799 Fiserv Inc shares in Q2 2026, an estimated $101K.
  • Fiserv Inc made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1420 holding.
  • Arkadios Wealth Advisors first reported a position in Fiserv Inc in Q4 2019 and has held it in 17 quarters since.
  • Arkadios Wealth Advisors's Fiserv Inc position peaked at $2.22M in Q2 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.