CIA
FISV

Caerus Investment Advisors’s Fiserv Inc FISV Stock Holding History

Caerus Investment 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
Q1 		$208K Buy
+3,736
New +$231K 0.09% 241
2025
Q4 		– Sell
-2,534
Closed -$327K – 331
2025
Q3 		$327K Buy
+2,534
New +$363K 0.13% 186

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

Caerus Investment Advisors's FISV Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Fiserv Inc (FISV) in Q1 2026: 3,736 shares worth $208K. The stake represents 0.09% of the portfolio and ranks #241 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in FISV as recently as Q3 2025.

Caerus Investment Advisors first reported a position in FISV in Q3 2025 and has held it in 2 quarters since. The position peaked at $327K in Q3 2025. 1,256 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Caerus Investment Advisors held 3,736 shares of Fiserv Inc worth $208K as of Q1 2026.
  • Fiserv Inc was a new Caerus Investment Advisors position in Q1 2026.
  • Fiserv Inc made up 0.09% of Caerus Investment Advisors's portfolio in Q1 2026, its #241 holding.
  • Caerus Investment Advisors first reported a position in Fiserv Inc in Q3 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Fiserv Inc position peaked at $327K in Q3 2025.
  • 1,256 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.