CA
FISV

Clearstead Advisors’s Fiserv Inc FISV Stock Holding History

Clearstead 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 		$844K Sell
17,209
-947
-5% -$52.9K 0.01% 597
2026
Q1 		$1.01M Sell
18,156
-1,184
-6% -$73.3K 0.01% 515
2025
Q4 		$1.3M Sell
19,340
-91,159
-82% -$7.63M 0.02% 412
2025
Q3 		$14.2M Buy
110,499
+5,310
+5% +$761K 0.19% 108
2025
Q2 		$18.1M Sell
105,189
-760
-0.7% -$138K 0.25% 88
2025
Q1 		$23.4M Sell
105,949
-6,197
-6% -$1.36M 0.36% 59
2024
Q4 		$23M Sell
112,146
-873
-0.8% -$178K 0.35% 60
2024
Q3 		$20.3M Sell
113,019
-1,406
-1% -$232K 0.32% 72
2024
Q2 		$17.1M Buy
114,425
+104,510
+1,054% +$15.8M 0.29% 75
2024
Q1 		$1.52M Sell
9,915
-265
-3% -$38.6K 0.08% 175
2023
Q4 		$1.35M Sell
10,180
-12,895
-56% -$1.58M 0.07% 189
2023
Q3 		$2.61M Buy
23,075
+13,168
+133% +$1.62M 0.08% 179
2023
Q2 		$1.25M Sell
9,907
-168
-2% -$19.8K 0.08% 182
2023
Q1 		$1.14M Sell
10,075
-103
-1% -$11.3K 0.08% 168
2022
Q4 		$1.03M Hold
10,178
– – 0.08% 168
2022
Q3 		$952K Sell
10,178
-2,953
-22% -$301K 0.09% 163
2022
Q2 		$1.17M Buy
13,131
+284
+2% +$27.5K 0.09% 161
2022
Q1 		$1.3M Buy
12,847
+365
+3% +$36.9K 0.09% 157
2021
Q4 		$1.3M Buy
12,482
+2,980
+31% +$308K 0.09% 158
2021
Q3 		$1.03M Sell
9,502
-42
-0.4% -$4.69K 0.08% 171
2021
Q2 		$1.02M Buy
9,544
+42
+0.4% +$4.88K 0.08% 165
2021
Q1 		$1.13M Sell
9,502
-958
-9% -$110K 0.09% 150
2020
Q4 		$1.19M Buy
10,460
+2,710
+35% +$292K 0.11% 139
2020
Q3 		$799K Buy
7,750
+6,048
+355% +$602K 0.09% 150
2020
Q2 		$166K Sell
1,702
-42
-2% -$4.23K 0.02% 294
2020
Q1 		$166K Hold
1,744
– – 0.02% 260
2019
Q4 		$202K Buy
+1,744
New +$193K 0.02% 274

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
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 $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 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

Clearstead Advisors's FISV Position: Q2 2026 in Review

Clearstead Advisors reduced its Fiserv Inc (FISV) stake by 5.2% in Q2 2026, selling an estimated $52.9K and leaving 17,209 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #597.

Clearstead Advisors first reported a position in FISV in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.4M in Q1 2025. 802 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Clearstead Advisors held 17,209 shares of Fiserv Inc worth $844K as of Q2 2026.
  • Clearstead Advisors sold 947 Fiserv Inc shares in Q2 2026, an estimated $52.9K.
  • Fiserv Inc made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #597 holding.
  • Clearstead Advisors first reported a position in Fiserv Inc in Q4 2019 and has held it in 27 quarters since.
  • Clearstead Advisors's Fiserv Inc position peaked at $23.4M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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