AF
FISV

Aviso Financial’s Fiserv Inc FISV Stock Holding History

Aviso Financial’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
-11
Closed -$738 – 360
2025
Q4 		$738 Sell
11
-9,383
-100% -$785K ﹤0.01% 333
2025
Q3 		$1.21M Sell
9,394
-5,830
-38% -$835K 0.05% 149
2025
Q2 		$2.62M Buy
15,224
+4,432
+41% +$804K 0.12% 88
2025
Q1 		$2.38M Sell
10,792
-2,099
-16% -$460K 0.12% 90
2024
Q4 		$2.65M Sell
12,891
-2,674
-17% -$546K 0.13% 83
2024
Q3 		$2.8M Sell
15,565
-266
-2% -$43.9K 0.14% 82
2024
Q2 		$2.36M Buy
+15,831
New +$2.4M 0.13% 83

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aviso Financial's FISV Position: Q1 2026 in Review

Aviso Financial sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 11 shares — an estimated $738 sold.

Aviso Financial first reported a position in FISV in Q2 2024 and held it in 7 quarters. The position peaked at $2.8M in Q3 2024. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Aviso Financial reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Aviso Financial sold 11 Fiserv Inc shares in Q1 2026, an estimated $738.
  • Aviso Financial first reported a position in Fiserv Inc in Q2 2024 and held it in 7 quarters.
  • Aviso Financial's Fiserv Inc position peaked at $2.8M in Q3 2024.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.