CAL
FISV

Capital Advisors Ltd’s Fiserv Inc FISV Stock Holding History

Capital Advisors Ltd’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 		$14K Hold
284
– – ﹤0.01% 770
2026
Q1 		$16K Sell
284
-141
-33% -$8.72K ﹤0.01% 717
2025
Q4 		$29K Buy
425
+92
+28% +$7.7K ﹤0.01% 590
2025
Q3 		$43K Sell
333
-33
-9% -$4.73K ﹤0.01% 504
2025
Q2 		$63K Sell
366
-55
-13% -$9.97K 0.01% 428
2025
Q1 		$93K Buy
421
+39
+10% +$8.54K 0.01% 351
2024
Q4 		$78K Buy
382
+14
+4% +$2.86K 0.01% 379
2024
Q3 		$66K Buy
368
+15
+4% +$2.47K 0.01% 409
2024
Q2 		$53K Buy
353
+10
+3% +$1.51K 0.01% 430
2024
Q1 		$55K Buy
343
+10
+3% +$1.46K 0.01% 423
2023
Q4 		$44K Hold
333
– – 0.01% 444
2023
Q3 		$38K Hold
333
– – 0.01% 451
2023
Q2 		$42K Hold
333
– – 0.01% 451
2023
Q1 		$38K Hold
333
– – 0.01% 400
2022
Q4 		$34K Sell
333
-82
-20% -$8.17K 0.01% 412
2022
Q3 		$39K Buy
415
+121
+41% +$12.3K 0.01% 384
2022
Q2 		$26K Sell
294
-9
-3% -$873 ﹤0.01% 413
2022
Q1 		$31K Buy
303
+11
+4% +$1.11K 0.01% 410
2021
Q4 		$30K Buy
+292
New +$30.2K ﹤0.01% 401
2018
Q1 		– Sell
-102
Closed -$7K – 390
2017
Q4 		$7K Hold
102
– – ﹤0.01% 345
2017
Q3 		$7K Hold
102
– – ﹤0.01% 343
2017
Q2 		$6K Hold
102
– – ﹤0.01% 356
2017
Q1 		$6K Hold
102
– – ﹤0.01% 336
2016
Q4 		$5K Buy
+102
New +$5.24K ﹤0.01% 337

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
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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Capital Advisors Ltd's FISV Position: Q2 2026 in Review

Capital Advisors Ltd held its Fiserv Inc (FISV) position steady in Q2 2026 at 284 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Capital Advisors Ltd first reported a position in FISV in Q4 2016 and has held it in 24 quarters since. The position peaked at $93K in Q1 2025. 792 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Capital Advisors Ltd held 284 shares of Fiserv Inc worth $14K as of Q2 2026.
  • Capital Advisors Ltd left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #770 holding.
  • Capital Advisors Ltd first reported a position in Fiserv Inc in Q4 2016 and has held it in 24 quarters since.
  • Capital Advisors Ltd's Fiserv Inc position peaked at $93K in Q1 2025.
  • 792 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.