BFA
FISV

Bragg Financial Advisors’s Fiserv Inc FISV Stock Holding History

Bragg Financial 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 		$4.43M Buy
90,309
+18,757
+26% +$1.05M 0.12% 149
2026
Q1 		$3.99M Buy
71,552
+13,301
+23% +$823K 0.13% 146
2025
Q4 		$3.91M Sell
58,251
-17,934
-24% -$1.5M 0.13% 147
2025
Q3 		$9.82M Buy
76,185
+2,237
+3% +$321K 0.32% 104
2025
Q2 		$12.7M Buy
73,948
+4,366
+6% +$792K 0.46% 85
2025
Q1 		$15.4M Buy
69,582
+403
+0.6% +$88.2K 0.63% 63
2024
Q4 		$14.2M Sell
69,179
-3,384
-5% -$691K 0.58% 67
2024
Q3 		$13M Buy
72,563
+70
+0.1% +$11.5K 0.54% 76
2024
Q2 		$10.8M Sell
72,493
-509
-0.7% -$77K 0.48% 85
2024
Q1 		$11.7M Buy
73,002
+665
+0.9% +$96.8K 0.52% 83
2023
Q4 		$9.61M Buy
72,337
+339
+0.5% +$41.6K 0.46% 89
2023
Q3 		$8.13M Sell
71,998
-484
-0.7% -$59.6K 0.43% 93
2023
Q2 		$9.14M Buy
72,482
+397
+0.6% +$46.7K 0.5% 83
2023
Q1 		$8.15M Buy
72,085
+2,437
+3% +$268K 0.48% 86
2022
Q4 		$7.04M Buy
69,648
+3,115
+5% +$310K 0.43% 94
2022
Q3 		$6.22M Buy
66,533
+9,326
+16% +$950K 0.43% 95
2022
Q2 		$5.09M Buy
57,207
+14,721
+35% +$1.43M 0.34% 106
2022
Q1 		$4.31M Buy
42,486
+27,910
+191% +$2.82M 0.25% 123
2021
Q4 		$1.58M Hold
14,576
– – 0.1% 162
2021
Q3 		$1.58M Buy
+14,576
New +$1.63M 0.1% 162

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

Bragg Financial Advisors's FISV Position: Q2 2026 in Review

Bragg Financial Advisors increased its Fiserv Inc (FISV) stake by 26% in Q2 2026, buying an estimated $1.05M and bringing the position to 90,309 shares worth $4.43M. The position accounts for 0.12% of the portfolio, ranked #149.

Bragg Financial Advisors first reported a position in FISV in Q3 2021 and has held it in 20 quarters since. The position peaked at $15.4M in Q1 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Bragg Financial Advisors held 90,309 shares of Fiserv Inc worth $4.43M as of Q2 2026.
  • Bragg Financial Advisors bought 18,757 Fiserv Inc shares in Q2 2026, an estimated $1.05M.
  • Fiserv Inc made up 0.12% of Bragg Financial Advisors's portfolio in Q2 2026, its #149 holding.
  • Bragg Financial Advisors first reported a position in Fiserv Inc in Q3 2021 and has held it in 20 quarters since.
  • Bragg Financial Advisors's Fiserv Inc position peaked at $15.4M in Q1 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.