CIAS
FISV

CBIZ Investment Advisory Services’s Fiserv Inc FISV Stock Holding History

CBIZ Investment Advisory Services’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 		$1.06K Sell
19
-54
-74% -$3.34K ﹤0.01% 387
2025
Q4 		$4.9K Buy
+73
New +$6.11K ﹤0.01% 508
2025
Q3 		– Sell
-85
Closed -$14.7K – 711
2025
Q2 		$14.7K Buy
85
+56
+193% +$10.2K ﹤0.01% 301
2025
Q1 		$6.4K Buy
+29
New +$6.35K ﹤0.01% 368
2020
Q1 		– Hold
0
– – – 139

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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
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

CBIZ Investment Advisory Services's FISV Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Fiserv Inc (FISV) stake by 74% in Q1 2026, selling an estimated $3.34K and leaving 19 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

CBIZ Investment Advisory Services first reported a position in FISV in Q1 2025 and has held it in 4 quarters since. The position peaked at $14.7K in Q2 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • CBIZ Investment Advisory Services held 19 shares of Fiserv Inc worth $1.06K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 54 Fiserv Inc shares in Q1 2026, an estimated $3.34K.
  • Fiserv Inc made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #387 holding.
  • CBIZ Investment Advisory Services first reported a position in Fiserv Inc in Q1 2025 and has held it in 4 quarters since.
  • CBIZ Investment Advisory Services's Fiserv Inc position peaked at $14.7K in Q2 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.