Certified Advisory Corp’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $224K | Hold |
4,563
| – | – | 0.02% | 302 |
|
|
2026
Q1 | $255K | Sell |
4,563
-184
| -4% | -$11.4K | 0.02% | 283 |
|
|
2025
Q4 | $319K | Sell |
4,747
-184
| -4% | -$15.4K | 0.03% | 256 |
|
|
2025
Q3 | $636K | Sell |
4,931
-280
| -5% | -$40.1K | 0.06% | 190 |
|
|
2025
Q2 | $898K | Buy |
5,211
+10
| +0.2% | +$1.81K | 0.09% | 160 |
|
|
2025
Q1 | $1.15M | Sell |
5,201
-516
| -9% | -$113K | 0.13% | 140 |
|
|
2024
Q4 | $1.17M | Sell |
5,717
-521
| -8% | -$106K | 0.13% | 135 |
|
|
2024
Q3 | $1.12M | Sell |
6,238
-82
| -1% | -$13.5K | 0.12% | 138 |
|
|
2024
Q2 | $942K | Sell |
6,320
-18
| -0.3% | -$2.73K | 0.12% | 138 |
|
|
2024
Q1 | $1.01M | Hold |
6,338
| – | – | 0.14% | 129 |
|
|
2023
Q4 | $842K | Hold |
6,338
| – | – | 0.13% | 138 |
|
|
2023
Q3 | $716K | Sell |
6,338
-350
| -5% | -$43.1K | 0.13% | 134 |
|
|
2023
Q2 | $844K | Buy |
6,688
+24
| +0.4% | +$2.83K | 0.16% | 122 |
|
|
2023
Q1 | $753K | Buy |
6,664
+18
| +0.3% | +$1.98K | 0.13% | 141 |
|
|
2022
Q4 | $672K | Hold |
6,646
| – | – | 0.13% | 143 |
|
|
2022
Q3 | $622K | Hold |
6,646
| – | – | 0.14% | 134 |
|
|
2022
Q2 | $591K | Hold |
6,646
| – | – | 0.13% | 140 |
|
|
2022
Q1 | $674K | Hold |
6,646
| – | – | 0.14% | 137 |
|
|
2021
Q4 | $690K | Sell |
6,646
-179
| -3% | -$18.5K | 0.15% | 136 |
|
|
2021
Q3 | $740K | Sell |
6,825
-29
| -0.4% | -$3.24K | 0.18% | 124 |
|
|
2021
Q2 | $733K | Buy |
6,854
+3,713
| +118% | +$432K | 0.18% | 124 |
|
|
2021
Q1 | $374K | Buy |
+3,141
| New | +$360K | 0.1% | 154 |
|
|
2020
Q2 | $248K | Hold |
2,540
| – | – | 0.08% | 166 |
|
|
2020
Q1 | $241K | Hold |
2,540
| – | – | 0.1% | 156 |
|
|
2019
Q4 | $294K | Sell |
2,540
-100
| -4% | -$11K | 0.09% | 161 |
|
|
2019
Q3 | $273K | Hold |
2,640
| – | – | 0.09% | 162 |
|
|
2019
Q2 | $241K | Buy |
2,640
+1,200
| +83% | +$105K | 0.09% | 160 |
|
|
2019
Q1 | $127K | Sell |
1,440
-320
| -18% | -$26.4K | 0.05% | 195 |
|
|
2018
Q4 | $129K | Hold |
1,760
| – | – | 0.07% | 176 |
|
|
2018
Q3 | $145K | Hold |
1,760
| – | – | 0.07% | 171 |
|
|
2018
Q2 | $130K | Hold |
1,760
| – | – | 0.07% | 170 |
|
|
2018
Q1 | $125K | Buy |
1,760
+320
| +22% | +$22.5K | 0.07% | 174 |
|
|
2017
Q4 | $94K | Buy |
+1,440
| New | +$93K | 0.07% | 165 |
|
Other funds holding FISV
CB
Certified Advisory Corp's FISV Position: Q2 2026 in Review
Certified Advisory Corp held its Fiserv Inc (FISV) position steady in Q2 2026 at 4,563 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #302.
Certified Advisory Corp first reported a position in FISV in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.17M in Q4 2024. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Certified Advisory Corp held 4,563 shares of Fiserv Inc worth $224K as of Q2 2026.
- Certified Advisory Corp left its Fiserv Inc share count unchanged in Q2 2026.
- Fiserv Inc made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #302 holding.
- Certified Advisory Corp first reported a position in Fiserv Inc in Q4 2017 and has held it in 33 quarters since.
- Certified Advisory Corp's Fiserv Inc position peaked at $1.17M in Q4 2024.
- 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.