CIA
FISV

Concurrent Investment Advisors’s Fiserv Inc FISV Stock Holding History

Concurrent Investment 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 		$1.29M Buy
26,326
+8,614
+49% +$481K 0.01% 891
2026
Q1 		$988K Buy
17,712
+968
+6% +$59.9K 0.01% 886
2025
Q4 		$1.12M Sell
16,744
-3,170
-16% -$265K 0.01% 774
2025
Q3 		$2.57M Buy
19,914
+6,953
+54% +$996K 0.04% 394
2025
Q2 		$2.23M Buy
12,961
+191
+1% +$34.6K 0.04% 401
2025
Q1 		$2.82M Buy
12,770
+459
+4% +$100K 0.07% 294
2024
Q4 		$2.53M Sell
12,311
-31
-0.3% -$6.33K 0.07% 273
2024
Q3 		$2.22M Buy
12,342
+1,105
+10% +$182K 0.07% 286
2024
Q2 		$1.67M Sell
11,237
-275
-2% -$41.6K 0.06% 318
2024
Q1 		$1.84M Sell
11,512
-2,794
-20% -$407K 0.07% 258
2023
Q4 		$1.9M Buy
+14,306
New +$1.76M 0.09% 233

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

Concurrent Investment Advisors's FISV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Fiserv Inc (FISV) stake by 49% in Q2 2026, buying an estimated $481K and bringing the position to 26,326 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #891.

Concurrent Investment Advisors first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.82M in Q1 2025. 811 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Concurrent Investment Advisors held 26,326 shares of Fiserv Inc worth $1.29M as of Q2 2026.
  • Concurrent Investment Advisors bought 8,614 Fiserv Inc shares in Q2 2026, an estimated $481K.
  • Fiserv Inc made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #891 holding.
  • Concurrent Investment Advisors first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Fiserv Inc position peaked at $2.82M in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.