Citadel Investment Advisory’s Fiserv Inc FISV Stock Holding History

Citadel Investment Advisory’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	$165K	Sell	3,369 -30	-0.9%	-$1.68K	0.07%	73
2026 Q1	$190K	Sell	3,399 -151	-4%	-$9.34K	0.09%	69
2025 Q4	$238K	Hold	3,550	–	–	0.1%	66
2025 Q3	$458K	Hold	3,550	–	–	0.21%	54
2025 Q2	$612K	Hold	3,550	–	–	0.3%	50
2025 Q1	$784K	Sell	3,550 -90	-2%	-$19.7K	0.38%	43
2024 Q4	$748K	Sell	3,640 -100	-3%	-$20.4K	0.39%	45
2024 Q3	$672K	Hold	3,740	–	–	0.35%	49
2024 Q2	$557K	Hold	3,740	–	–	0.32%	52
2024 Q1	$598K	Hold	3,740	–	–	0.34%	53
2023 Q4	$497K	Sell	3,740 -232	-6%	-$28.5K	0.3%	58
2023 Q3	$445K	Hold	3,972	–	–	0.29%	58
2023 Q2	$501K	Sell	3,972 -120	-3%	-$14.1K	0.32%	52
2023 Q1	$463K	Hold	4,092	–	–	0.32%	53
2022 Q4	$414K	Sell	4,092 -150	-4%	-$14.9K	0.28%	58
2022 Q3	$397K	Hold	4,242	–	–	0.3%	58
2022 Q2	$377K	Sell	4,242 -339	-7%	-$32.9K	0.26%	67
2022 Q1	$465K	Hold	4,581	–	–	0.27%	63
2021 Q4	$475K	Hold	4,581	–	–	0.28%	60
2021 Q3	$497K	Hold	4,581	–	–	0.31%	57
2021 Q2	$490K	Hold	4,581	–	–	0.3%	58
2021 Q1	$545K	Sell	4,581 -75	-2%	-$8.61K	0.36%	53
2020 Q4	$530K	Buy	+4,656	New	+$502K	0.38%	54

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Citadel Investment Advisory's FISV Position: Q2 2026 in Review

Citadel Investment Advisory reduced its Fiserv Inc (FISV) stake by 0.88% in Q2 2026, selling an estimated $1.68K and leaving 3,369 shares worth $165K. The position accounts for 0.07% of the portfolio, ranked #73.

Citadel Investment Advisory first reported a position in FISV in Q4 2020 and has held it in 23 quarters since. The position peaked at $784K in Q1 2025. 811 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Citadel Investment Advisory held 3,369 shares of Fiserv Inc worth $165K as of Q2 2026.
Citadel Investment Advisory sold 30 Fiserv Inc shares in Q2 2026, an estimated $1.68K.
Fiserv Inc made up 0.07% of Citadel Investment Advisory's portfolio in Q2 2026, its #73 holding.
Citadel Investment Advisory first reported a position in Fiserv Inc in Q4 2020 and has held it in 23 quarters since.
Citadel Investment Advisory's Fiserv Inc position peaked at $784K in Q1 2025.
811 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.