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
Q2 		$1.06K Hold
19
– – ﹤0.01% 387
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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

CBIZ Investment Advisory Services's FISV Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Fiserv Inc (FISV) position steady in Q2 2026 at 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 5 quarters since. The position peaked at $14.7K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • CBIZ Investment Advisory Services held 19 shares of Fiserv Inc worth $1.06K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #387 holding.
  • CBIZ Investment Advisory Services first reported a position in Fiserv Inc in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Fiserv Inc position peaked at $14.7K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.