BRWA
FISV

B. Riley Wealth Advisors’s Fiserv Inc FISV Stock Holding History

B. Riley 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 		– Sell
-4,012
Closed -$219K – 964
2026
Q1 		$219K Buy
4,012
+150
+4% +$9.28K 0.01% 688
2025
Q4 		$259K Sell
3,862
-3,368
-47% -$282K 0.01% 758
2025
Q3 		$932K Buy
7,230
+424
+6% +$60.8K 0.04% 357
2025
Q2 		$1.17M Buy
+6,806
New +$1.23M 0.06% 317
2024
Q4 		$1.85M Sell
9,028
-409
-4% -$83.5K 0.06% 291
2024
Q3 		$1.72M Sell
9,437
-9,231
-49% -$1.52M 0.05% 350
2024
Q2 		$2.78M Buy
18,668
+813
+5% +$123K 0.07% 257
2024
Q1 		$2.02M Buy
17,855
+513
+3% +$74.7K 0.05% 350
2023
Q4 		$2.3M Sell
17,342
-513
-3% -$63K 0.06% 328
2023
Q3 		$2.02M Buy
17,855
+6,001
+51% +$739K 0.05% 350
2023
Q2 		$1.5M Sell
11,854
-1,815
-13% -$214K 0.03% 450
2023
Q1 		$1.55M Sell
13,669
-14,108
-51% -$1.55M 0.04% 422
2022
Q4 		$2.81M Sell
27,777
-4,688
-14% -$467K 0.08% 256
2022
Q3 		$3.04M Buy
32,465
+3,066
+10% +$312K 0.09% 225
2022
Q2 		$2.62M Sell
29,399
-557
-2% -$54K 0.11% 191
2022
Q1 		$3.04M Buy
29,956
+21,234
+243% +$2.15M 0.1% 215
2021
Q4 		$906K Sell
8,722
-23,422
-73% -$2.42M 0.03% 565
2021
Q3 		$3.48M Buy
32,144
+2,842
+10% +$318K 0.11% 208
2021
Q2 		$3.19M Buy
29,302
+5,853
+25% +$680K 0.1% 230
2021
Q1 		$2.77M Buy
23,449
+5,094
+28% +$585K 0.1% 236
2020
Q4 		$2.09M Sell
18,355
-4,326
-19% -$466K 0.11% 194
2020
Q3 		$2.29M Buy
22,681
+2,992
+15% +$298K 0.12% 179
2020
Q2 		$1.92M Buy
19,689
+1,247
+7% +$126K 0.13% 170
2020
Q1 		$1.75M Buy
18,442
+10,261
+125% +$1.14M 0.15% 148
2019
Q4 		$947K Sell
8,181
-17,675
-68% -$1.95M 0.08% 251
2019
Q3 		$2.68M Buy
25,856
+18,175
+237% +$1.86M 0.26% 83
2019
Q2 		$702K Buy
7,681
+486
+7% +$42.6K 0.08% 271
2019
Q1 		$636K Sell
7,195
-449
-6% -$37K 0.08% 272
2018
Q4 		$562K Sell
7,644
-79
-1% -$6.11K 0.08% 269
2018
Q3 		$637K Buy
7,723
+9
+0.1% +$706 0.08% 287
2018
Q2 		$572K Buy
7,714
+20
+0.3% +$1.45K 0.08% 287
2018
Q1 		$550K Sell
7,694
-40
-0.5% -$2.81K 0.08% 284
2017
Q4 		$508K Buy
7,734
+6
+0.1% +$387 0.07% 306
2017
Q3 		$499K Sell
7,728
-40
-0.5% -$2.48K 0.08% 262
2017
Q2 		$476K Sell
7,768
-176
-2% -$10.6K 0.09% 263
2017
Q1 		$459K Sell
7,944
-34
-0.4% -$1.91K 0.09% 248
2016
Q4 		$424K Buy
7,978
+180
+2% +$9.25K 0.09% 264
2016
Q3 		$388K Sell
7,798
-8
-0.1% -$420 0.08% 327
2016
Q2 		$425K Sell
7,806
-1,350
-15% -$69.5K 0.09% 291
2016
Q1 		$470K Buy
9,156
+54
+0.6% +$2.56K 0.11% 233
2015
Q4 		$417K Buy
9,102
+1,988
+28% +$93.4K 0.08% 283
2015
Q3 		$309K Buy
7,114
+368
+5% +$15.9K 0.07% 346
2015
Q2 		$280K Buy
6,746
+414
+7% +$16.6K 0.07% 352
2015
Q1 		$251K Sell
6,332
-324
-5% -$12.4K 0.06% 408
2014
Q4 		$236 Buy
+6,656
New +$228K 0.01% 1302
2014
Q3 		– Sell
-4,758
Closed -$144K – 1081
2014
Q2 		$144K Hold
4,758
– – 0.03% 581
2014
Q1 		$135K Buy
+4,758
New +$136K 0.04% 523

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

B. Riley Wealth Advisors's FISV Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,012 shares — an estimated $219K sold.

B. Riley Wealth Advisors first reported a position in FISV in Q1 2014 and held it in 47 quarters. The position peaked at $3.48M in Q3 2021. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,012 Fiserv Inc shares in Q2 2026, an estimated $219K.
  • B. Riley Wealth Advisors first reported a position in Fiserv Inc in Q1 2014 and held it in 47 quarters.
  • B. Riley Wealth Advisors's Fiserv Inc position peaked at $3.48M in Q3 2021.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.