BPA
FISV

Beacon Pointe Advisors’s Fiserv Inc FISV Stock Holding History

Beacon Pointe 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 		$278K Sell
5,662
-470
-8% -$26.3K ﹤0.01% 1646
2026
Q1 		$342K Buy
6,132
+1,546
+34% +$95.7K ﹤0.01% 1472
2025
Q4 		$308K Buy
4,586
+395
+9% +$33.1K ﹤0.01% 1254
2025
Q3 		$540K Sell
4,191
-628
-13% -$90K ﹤0.01% 983
2025
Q2 		$831K Sell
4,819
-488
-9% -$88.5K 0.01% 725
2025
Q1 		$1.17M Buy
5,307
+698
+15% +$153K 0.01% 598
2024
Q4 		$947K Sell
4,609
-1,058
-19% -$216K 0.01% 645
2024
Q3 		$1.02M Sell
5,667
-250
-4% -$41.2K 0.01% 631
2024
Q2 		$882K Sell
5,917
-291
-5% -$44K 0.01% 681
2024
Q1 		$992K Sell
6,208
-6,910
-53% -$1.01M 0.01% 688
2023
Q4 		$1.74M Sell
13,118
-1,117
-8% -$137K 0.02% 515
2023
Q3 		$1.61M Buy
14,235
+7,974
+127% +$982K 0.02% 511
2023
Q2 		$790K Sell
6,261
-8,311
-57% -$978K 0.01% 588
2023
Q1 		$1.65M Buy
14,572
+8,180
+128% +$900K 0.03% 437
2022
Q4 		$646K Sell
6,392
-2,068
-24% -$206K 0.01% 615
2022
Q3 		$792K Sell
8,460
-613
-7% -$62.5K 0.02% 520
2022
Q2 		$805K Sell
9,073
-723
-7% -$70.1K 0.02% 523
2022
Q1 		$993K Buy
9,796
+6,350
+184% +$643K 0.01% 626
2021
Q4 		$358K Sell
3,446
-612
-15% -$63.3K 0.01% 667
2021
Q3 		$440K Sell
4,058
-336
-8% -$37.5K 0.01% 574
2021
Q2 		$470K Buy
4,394
+1,358
+45% +$158K 0.02% 495
2021
Q1 		$363K Buy
3,036
+534
+21% +$61.3K 0.02% 347
2020
Q4 		$285K Buy
2,502
+486
+24% +$52.4K 0.02% 378
2020
Q3 		$208K Sell
2,016
-130
-6% -$12.9K 0.02% 368
2020
Q2 		$210K Buy
+2,146
New +$216K 0.02% 363

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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Beacon Pointe Advisors's FISV Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Fiserv Inc (FISV) stake by 7.7% in Q2 2026, selling an estimated $26.3K and leaving 5,662 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Beacon Pointe Advisors first reported a position in FISV in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.74M in Q4 2023. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Beacon Pointe Advisors held 5,662 shares of Fiserv Inc worth $278K as of Q2 2026.
  • Beacon Pointe Advisors sold 470 Fiserv Inc shares in Q2 2026, an estimated $26.3K.
  • Fiserv Inc made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1646 holding.
  • Beacon Pointe Advisors first reported a position in Fiserv Inc in Q2 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's Fiserv Inc position peaked at $1.74M in Q4 2023.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.