BFA
FISV

Beacon Financial Advisory’s Fiserv Inc FISV Stock Holding History

Beacon Financial Advisory’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
-3,334
Closed -$224K – 411
2025
Q4 		$224K Buy
3,334
+525
+19% +$43.9K 0.05% 350
2025
Q3 		$362K Buy
2,809
+56
+2% +$8.03K 0.08% 255
2025
Q2 		$475K Sell
2,753
-550
-17% -$99.7K 0.12% 210
2025
Q1 		$729K Buy
3,303
+59
+2% +$12.9K 0.22% 124
2024
Q4 		$666K Buy
3,244
+27
+0.8% +$5.51K 0.22% 131
2024
Q3 		$578K Buy
3,217
+29
+0.9% +$4.78K 0.2% 137
2024
Q2 		$475K Buy
+3,188
New +$483K 0.18% 151

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Financial Advisory's FISV Position: Q1 2026 in Review

Beacon Financial Advisory sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,334 shares — an estimated $224K sold.

Beacon Financial Advisory first reported a position in FISV in Q2 2024 and held it in 7 quarters. The position peaked at $729K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Beacon Financial Advisory reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 3,334 Fiserv Inc shares in Q1 2026, an estimated $224K.
  • Beacon Financial Advisory first reported a position in Fiserv Inc in Q2 2024 and held it in 7 quarters.
  • Beacon Financial Advisory's Fiserv Inc position peaked at $729K in Q1 2025.
  • 1,256 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.