CIA
FISV

Capital Investment Advisors’s Fiserv Inc FISV Stock Holding History

Capital 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
Q2 		– Sell
-3,830
Closed -$214K – 797
2026
Q1 		$214K Sell
3,830
-120
-3% -$7.42K ﹤0.01% 699
2025
Q4 		$265K Sell
3,950
-1,013
-20% -$84.8K ﹤0.01% 631
2025
Q3 		$640K Sell
4,963
-110
-2% -$15.8K 0.01% 425
2025
Q2 		$875K Sell
5,073
-36
-0.7% -$6.53K 0.02% 344
2025
Q1 		$1.13M Buy
5,109
+203
+4% +$44.4K 0.02% 303
2024
Q4 		$1.01M Buy
4,906
+229
+5% +$46.7K 0.02% 310
2024
Q3 		$840K Sell
4,677
-43
-0.9% -$7.09K 0.02% 323
2024
Q2 		$703K Buy
4,720
+57
+1% +$8.63K 0.02% 344
2024
Q1 		$745K Sell
4,663
-88
-2% -$12.8K 0.02% 336
2023
Q4 		$631K Buy
4,751
+117
+3% +$14.4K 0.02% 339
2023
Q3 		$523K Sell
4,634
-677
-13% -$83.4K 0.01% 351
2023
Q2 		$670K Sell
5,311
-36
-0.7% -$4.24K 0.02% 300
2023
Q1 		$604K Buy
5,347
+1,429
+36% +$157K 0.02% 324
2022
Q4 		$396K Hold
3,918
– – 0.01% 391
2022
Q3 		$367K Sell
3,918
-91
-2% -$9.27K 0.01% 379
2022
Q2 		$357K Sell
4,009
-212
-5% -$20.6K 0.01% 388
2022
Q1 		$428K Sell
4,221
-89
-2% -$9.01K 0.01% 386
2021
Q4 		$447K Sell
4,310
-100
-2% -$10.3K 0.01% 392
2021
Q3 		$478K Buy
4,410
+90
+2% +$10.1K 0.02% 370
2021
Q2 		$462K Buy
4,320
+91
+2% +$10.6K 0.02% 373
2021
Q1 		$503K Sell
4,229
-243
-5% -$27.9K 0.02% 344
2020
Q4 		$509K Buy
4,472
+40
+0.9% +$4.31K 0.02% 330
2020
Q3 		$457K Hold
4,432
– – 0.02% 331
2020
Q2 		$433K Sell
4,432
-200
-4% -$20.1K 0.02% 330
2020
Q1 		$440K Sell
4,632
-24
-0.5% -$2.67K 0.03% 300
2019
Q4 		$538K Sell
4,656
-675
-13% -$74.5K 0.03% 314
2019
Q3 		$552K Buy
5,331
+781
+17% +$79.7K 0.03% 297
2019
Q2 		$415K Buy
4,550
+1,135
+33% +$99.5K 0.02% 331
2019
Q1 		$301K Buy
3,415
+690
+25% +$56.9K 0.02% 374
2018
Q4 		$200K Buy
+2,725
New +$211K 0.01% 436

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Capital Investment Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 3,830 shares — an estimated $214K sold.

Capital Investment Advisors first reported a position in FISV in Q4 2018 and held it in 30 quarters. The position peaked at $1.13M in Q1 2025. 624 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Capital Investment Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisors sold 3,830 Fiserv Inc shares in Q2 2026, an estimated $214K.
  • Capital Investment Advisors first reported a position in Fiserv Inc in Q4 2018 and held it in 30 quarters.
  • Capital Investment Advisors's Fiserv Inc position peaked at $1.13M in Q1 2025.
  • 624 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.