CAL
FISV

Capital Analysts LLC’s Fiserv Inc FISV Stock Holding History

Capital Analysts LLC’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 		$5K Sell
90
-92
-51% -$5.14K ﹤0.01% 1388
2026
Q1 		$10K Sell
182
-29
-14% -$1.79K ﹤0.01% 1254
2025
Q4 		$14K Sell
211
-24,374
-99% -$2.04M ﹤0.01% 1171
2025
Q3 		$3.17M Buy
24,585
+389
+2% +$55.7K 0.09% 184
2025
Q2 		$4.17M Buy
24,196
+408
+2% +$74K 0.14% 130
2025
Q1 		$5.25M Buy
23,788
+788
+3% +$173K 0.2% 96
2024
Q4 		$4.72M Sell
23,000
-580
-2% -$118K 0.19% 100
2024
Q3 		$4.24M Buy
23,580
+1,590
+7% +$262K 0.17% 109
2024
Q2 		$3.28M Buy
21,990
+1,369
+7% +$207K 0.14% 121
2024
Q1 		$3.3M Buy
20,621
+434
+2% +$63.2K 0.15% 115
2023
Q4 		$2.68M Buy
20,187
+250
+1% +$30.7K 0.14% 130
2023
Q3 		$2.25M Buy
19,937
+347
+2% +$42.7K 0.13% 135
2023
Q2 		$2.47M Sell
19,590
-264
-1% -$31.1K 0.14% 127
2023
Q1 		$2.24M Sell
19,854
-380
-2% -$41.8K 0.13% 138
2022
Q4 		$2.04M Sell
20,234
-614
-3% -$61.2K 0.12% 153
2022
Q3 		$1.95M Sell
20,848
-125
-0.6% -$12.7K 0.13% 146
2022
Q2 		$1.87M Buy
20,973
+197
+0.9% +$19.1K 0.13% 153
2022
Q1 		$2.11M Buy
20,776
+650
+3% +$65.8K 0.13% 146
2021
Q4 		$2.09M Buy
20,126
+838
+4% +$86.7K 0.13% 155
2021
Q3 		$2.09M Buy
19,288
+1,644
+9% +$184K 0.14% 144
2021
Q2 		$1.89M Buy
17,644
+1,335
+8% +$155K 0.13% 156
2021
Q1 		$1.94M Buy
16,309
+1,314
+9% +$151K 0.13% 142
2020
Q4 		$1.71M Buy
14,995
+707
+5% +$76.2K 0.15% 121
2020
Q3 		$1.47M Buy
+14,288
New +$1.42M 0.14% 133

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 Analysts LLC's FISV Position: Q2 2026 in Review

Capital Analysts LLC reduced its Fiserv Inc (FISV) stake by 51% in Q2 2026, selling an estimated $5.14K and leaving 90 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Capital Analysts LLC first reported a position in FISV in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.25M in Q1 2025. 781 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Capital Analysts LLC held 90 shares of Fiserv Inc worth $5K as of Q2 2026.
  • Capital Analysts LLC sold 92 Fiserv Inc shares in Q2 2026, an estimated $5.14K.
  • Fiserv Inc made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1388 holding.
  • Capital Analysts LLC first reported a position in Fiserv Inc in Q3 2020 and has held it in 24 quarters since.
  • Capital Analysts LLC's Fiserv Inc position peaked at $5.25M in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.