AAS
FISV

Avantax Advisory Services’s Fiserv Inc FISV Stock Holding History

Avantax Advisory Services’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 		$3.48M Sell
20,188
-5,446
-21% -$988K 0.02% 570
2025
Q1 		$5.66M Buy
25,634
+1,411
+6% +$309K 0.03% 384
2024
Q4 		$4.98M Buy
24,223
+697
+3% +$142K 0.03% 402
2024
Q3 		$4.23M Buy
23,526
+1,462
+7% +$241K 0.03% 434
2024
Q2 		$3.29M Buy
22,064
+12,627
+134% +$1.91M 0.02% 494
2024
Q1 		$1.51M Sell
9,437
-851
-8% -$124K 0.01% 624
2023
Q4 		$1.37M Buy
10,288
+75
+0.7% +$9.2K 0.01% 618
2023
Q3 		$1.15M Sell
10,213
-51
-0.5% -$6.28K 0.01% 624
2023
Q2 		$1.29M Sell
10,264
-1,375
-12% -$162K 0.01% 595
2023
Q1 		$1.32M Buy
11,639
+2,671
+30% +$294K 0.02% 571
2022
Q4 		$906K Buy
8,968
+211
+2% +$21K 0.01% 663
2022
Q3 		$819K Sell
8,757
-74
-0.8% -$7.54K 0.01% 621
2022
Q2 		$786K Buy
8,831
+5,299
+150% +$514K 0.01% 622
2022
Q1 		$357K Buy
3,532
+450
+15% +$45.5K ﹤0.01% 922
2021
Q4 		$320K Buy
3,082
+260
+9% +$26.9K ﹤0.01% 947
2021
Q3 		$307K Buy
2,822
+103
+4% +$11.5K 0.01% 915
2021
Q2 		$292K Buy
2,719
+79
+3% +$9.18K 0.01% 914
2021
Q1 		$316K Buy
2,640
+10
+0.4% +$1.15K 0.01% 787
2020
Q4 		$300K Sell
2,630
-2,562
-49% -$276K 0.01% 724
2020
Q3 		$538K Buy
5,192
+1,738
+50% +$173K 0.01% 763
2020
Q2 		$337K Sell
3,454
-98
-3% -$9.87K 0.01% 598
2020
Q1 		$336K Buy
3,552
+266
+8% +$29.5K 0.01% 539
2019
Q4 		$380K Buy
+3,286
New +$363K 0.01% 559

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's FISV Position: Q2 2025 in Review

Avantax Advisory Services reduced its Fiserv Inc (FISV) stake by 21% in Q2 2025, selling an estimated $988K and leaving 20,188 shares worth $3.48M. The position accounts for 0.02% of the portfolio, ranked #570.

Avantax Advisory Services first reported a position in FISV in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.66M in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Avantax Advisory Services held 20,188 shares of Fiserv Inc worth $3.48M as of Q2 2025.
  • Avantax Advisory Services sold 5,446 Fiserv Inc shares in Q2 2025, an estimated $988K.
  • Fiserv Inc made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #570 holding.
  • Avantax Advisory Services first reported a position in Fiserv Inc in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's Fiserv Inc position peaked at $5.66M in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.