CA
FISV

CoreCap Advisors’s Fiserv Inc FISV Stock Holding History

CoreCap 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
Q3 		$55.9K Buy
1,238
+24
+2% +$1.23K ﹤0.01% 1334
2026
Q2 		$59.5K Buy
1,214
+134
+12% +$7.49K ﹤0.01% 1334
2026
Q1 		$60.3K Sell
1,080
-129
-11% -$7.98K ﹤0.01% 1223
2025
Q4 		$81.2K Buy
1,209
+99
+9% +$8.29K ﹤0.01% 1106
2025
Q3 		$143K Sell
1,110
-221
-17% -$31.7K 0.01% 904
2025
Q2 		$229K Sell
1,331
-3,212
-71% -$582K 0.01% 701
2025
Q1 		$1M Buy
4,543
+2,696
+146% +$590K 0.04% 332
2024
Q4 		$379K Sell
1,847
-260
-12% -$53.1K 0.02% 528
2024
Q3 		$379K Buy
+2,107
New +$348K 0.02% 523
2024
Q2 		– Sell
-2,128
Closed -$340K – 1923
2024
Q1 		$340K Buy
2,128
+225
+12% +$32.8K 0.02% 492
2023
Q4 		$253K Buy
+1,903
New +$234K 0.02% 505
2022
Q4 		$1.83M Buy
+18,127
New +$1.81M 0.13% 141
2022
Q3 		– Sell
-1,010
Closed -$90K – 1049
2022
Q2 		$90K Sell
1,010
-1,250
-55% -$121K 0.01% 727
2022
Q1 		$229K Hold
2,260
– – 0.02% 473
2021
Q4 		$235K Buy
+2,260
New +$234K 0.02% 501

Other funds holding FISV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

CoreCap Advisors's FISV Position: Q3 2026 in Review

CoreCap Advisors increased its Fiserv Inc (FISV) stake by 2% in Q3 2026, buying an estimated $1.23K and bringing the position to 1,238 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

CoreCap Advisors first reported a position in FISV in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.83M in Q4 2022. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • CoreCap Advisors held 1,238 shares of Fiserv Inc worth $55.9K as of Q3 2026.
  • CoreCap Advisors bought 24 Fiserv Inc shares in Q3 2026, an estimated $1.23K.
  • Fiserv Inc made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1334 holding.
  • CoreCap Advisors first reported a position in Fiserv Inc in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Fiserv Inc position peaked at $1.83M in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.