Atria Wealth Solutions’s Fiserv Inc FISV Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$844K	Sell	4,897 -11,578	-70%	-$2.1M	0.02%	708
2025 Q1	$3.64M	Sell	16,475 -3,677	-18%	-$805K	0.04%	435
2024 Q4	$4.14M	Buy	20,152 +1,893	+10%	+$386K	0.05%	408
2024 Q3	$3.28M	Sell	18,259 -283	-2%	-$46.7K	0.04%	468
2024 Q2	$2.76M	Buy	18,542 +493	+3%	+$74.6K	0.03%	522
2024 Q1	$2.88M	Buy	18,049 +243	+1%	+$35.4K	0.03%	509
2023 Q4	$2.37M	Buy	17,806 +5,576	+46%	+$684K	0.03%	555
2023 Q3	$1.38M	Sell	12,230 -9	-0.1%	-$1.11K	0.02%	689
2023 Q2	$1.54M	Sell	12,239 -497	-4%	-$58.5K	0.02%	668
2023 Q1	$1.44M	Sell	12,736 -206	-2%	-$22.7K	0.02%	667
2022 Q4	$1.31M	Buy	12,942 +100	+0.8%	+$9.96K	0.02%	648
2022 Q3	$1.2M	Buy	+12,842	New	+$1.31M	0.02%	654
2022 Q2	–	Sell	-6,118	Closed	-$620K	–	1720
2022 Q1	$620K	Buy	+6,118	New	+$619K	0.01%	944

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's FISV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fiserv Inc (FISV) stake by 70% in Q2 2025, selling an estimated $2.1M and leaving 4,897 shares worth $844K. The position accounts for 0.02% of the portfolio, ranked #708.

Atria Wealth Solutions first reported a position in FISV in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.14M in Q4 2024. 1,847 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Atria Wealth Solutions held 4,897 shares of Fiserv Inc worth $844K as of Q2 2025.
Atria Wealth Solutions sold 11,578 Fiserv Inc shares in Q2 2025, an estimated $2.1M.
Fiserv Inc made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #708 holding.
Atria Wealth Solutions first reported a position in Fiserv Inc in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Fiserv Inc position peaked at $4.14M in Q4 2024.
1,847 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.