Atria Investments’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 | $1.29M | Sell |
26,225
-1,301
| -5% | -$72.7K | 0.01% | 982 |
|
|
2026
Q1 | $1.54M | Buy |
27,526
+16,495
| +150% | +$1.02M | 0.02% | 828 |
|
|
2025
Q4 | $741K | Sell |
11,031
-22,107
| -67% | -$1.85M | 0.01% | 1229 |
|
|
2025
Q3 | $4.27M | Sell |
33,138
-14,952
| -31% | -$2.14M | 0.05% | 443 |
|
|
2025
Q2 | $8.29M | Sell |
48,090
-5,814
| -11% | -$1.05M | 0.1% | 236 |
|
|
2025
Q1 | $11.9M | Buy |
53,904
+4,005
| +8% | +$877K | 0.15% | 153 |
|
|
2024
Q4 | $10.3M | Sell |
49,899
-1,427
| -3% | -$291K | 0.13% | 183 |
|
|
2024
Q3 | $9.22M | Sell |
51,326
-8,219
| -14% | -$1.36M | 0.11% | 207 |
|
|
2024
Q2 | $8.87M | Buy |
59,545
+3,528
| +6% | +$534K | 0.11% | 195 |
|
|
2024
Q1 | $8.95M | Buy |
56,017
+1,607
| +3% | +$234K | 0.12% | 190 |
|
|
2023
Q4 | $7.23M | Sell |
54,410
-604
| -1% | -$74.1K | 0.11% | 215 |
|
|
2023
Q3 | $6.21M | Buy |
55,014
+2,029
| +4% | +$250K | 0.11% | 226 |
|
|
2023
Q2 | $6.68M | Buy |
52,985
+29
| +0.1% | +$3.41K | 0.12% | 199 |
|
|
2023
Q1 | $5.99M | Sell |
52,956
-292
| -0.5% | -$32.1K | 0.11% | 217 |
|
|
2022
Q4 | $5.38M | Buy |
53,248
+5,192
| +11% | +$517K | 0.11% | 234 |
|
|
2022
Q3 | $4.5M | Buy |
48,056
+5,152
| +12% | +$525K | 0.1% | 250 |
|
|
2022
Q2 | $3.82M | Sell |
42,904
-33,503
| -44% | -$3.25M | 0.08% | 307 |
|
|
2022
Q1 | $7.75M | Buy |
76,407
+5,918
| +8% | +$599K | 0.14% | 178 |
|
|
2021
Q4 | $7.32M | Buy |
70,489
+17,968
| +34% | +$1.86M | 0.13% | 191 |
|
|
2021
Q3 | $5.7M | Sell |
52,521
-2,096
| -4% | -$234K | 0.1% | 216 |
|
|
2021
Q2 | $5.84M | Buy |
54,617
+4,525
| +9% | +$526K | 0.11% | 208 |
|
|
2021
Q1 | $5.96M | Buy |
50,092
+4,824
| +11% | +$554K | 0.13% | 183 |
|
|
2020
Q4 | $5.15M | Buy |
45,268
+5,248
| +13% | +$566K | 0.12% | 193 |
|
|
2020
Q3 | $4.12M | Buy |
40,020
+10,524
| +36% | +$1.05M | 0.13% | 190 |
|
|
2020
Q2 | $2.88M | Buy |
+29,496
| New | +$2.97M | 0.1% | 241 |
|
|
2020
Q1 | – | Sell |
-31,548
| Closed | -$3.65M | – | 751 |
|
|
2019
Q4 | $3.65M | Buy |
31,548
+3,434
| +12% | +$379K | 0.1% | 187 |
|
|
2019
Q3 | $2.91M | Buy |
28,114
+9,277
| +49% | +$947K | 0.1% | 165 |
|
|
2019
Q2 | $1.97M | Buy |
18,837
+14,289
| +314% | +$1.25M | 0.07% | 231 |
|
|
2019
Q1 | $401K | Buy |
4,548
+1,584
| +53% | +$131K | 0.02% | 596 |
|
|
2018
Q4 | $218K | Sell |
2,964
-468
| -14% | -$36.2K | 0.01% | 780 |
|
|
2018
Q3 | $283K | Sell |
3,432
-80
| -2% | -$6.28K | 0.01% | 790 |
|
|
2018
Q2 | $260K | Buy |
3,512
+58
| +2% | +$4.21K | 0.01% | 782 |
|
|
2018
Q1 | $246K | Buy |
3,454
+26
| +0.8% | +$1.83K | 0.01% | 746 |
|
|
2017
Q4 | $225K | Buy |
3,428
+126
| +4% | +$8.14K | 0.01% | 740 |
|
|
2017
Q3 | $213K | Buy |
3,302
+20
| +0.6% | +$1.24K | 0.01% | 726 |
|
|
2017
Q2 | $201K | Buy |
+3,282
| New | +$199K | 0.01% | 704 |
|
|
2017
Q1 | – | Sell |
-3,932
| Closed | -$209K | – | 684 |
|
|
2016
Q4 | $209K | Buy |
+3,932
| New | +$202K | 0.02% | 590 |
|
|
2016
Q3 | – | Sell |
-4,684
| Closed | -$256K | – | 557 |
|
|
2016
Q2 | $256K | Buy |
+4,684
| New | +$241K | 0.03% | 389 |
|
Other funds holding FISV
CB
Atria Investments's FISV Position: Q2 2026 in Review
Atria Investments reduced its Fiserv Inc (FISV) stake by 4.7% in Q2 2026, selling an estimated $72.7K and leaving 26,225 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #982.
Atria Investments first reported a position in FISV in Q2 2016 and has held it in 38 quarters since. The position peaked at $11.9M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Atria Investments held 26,225 shares of Fiserv Inc worth $1.29M as of Q2 2026.
- Atria Investments sold 1,301 Fiserv Inc shares in Q2 2026, an estimated $72.7K.
- Fiserv Inc made up 0.01% of Atria Investments's portfolio in Q2 2026, its #982 holding.
- Atria Investments first reported a position in Fiserv Inc in Q2 2016 and has held it in 38 quarters since.
- Atria Investments's Fiserv Inc position peaked at $11.9M in Q1 2025.
- 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.