CA
FISV

Crewe Advisors’s Fiserv Inc FISV Stock Holding History

Crewe 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 		$50.7K Buy
1,033
+49
+5% +$2.74K ﹤0.01% 433
2026
Q1 		$54.9K Buy
984
+114
+13% +$7.05K ﹤0.01% 366
2025
Q4 		$58.4K Sell
870
-840
-49% -$70.3K 0.01% 346
2025
Q3 		$220K Sell
1,710
-123
-7% -$17.6K 0.02% 196
2025
Q2 		$316K Buy
1,833
+2
+0.1% +$363 0.04% 115
2025
Q1 		$404K Buy
1,831
+393
+27% +$86K 0.06% 93
2024
Q4 		$295K Buy
+1,438
New +$294K 0.04% 115
2024
Q3 		– Sell
-1,608
Closed -$240K – 814
2024
Q2 		$240K Buy
1,608
+209
+15% +$31.6K 0.03% 159
2024
Q1 		$224K Buy
+1,399
New +$204K 0.03% 157
2023
Q3 		– Sell
-1,181
Closed -$149K – 703
2023
Q2 		$149K Sell
1,181
-76
-6% -$8.95K 0.02% 165
2023
Q1 		$142K Buy
1,257
+460
+58% +$50.6K 0.02% 192
2022
Q4 		$80.6K Sell
797
-1,371
-63% -$137K 0.01% 246
2022
Q3 		$203K Buy
2,168
+96
+5% +$9.78K 0.04% 145
2022
Q2 		$184K Buy
2,072
+1,071
+107% +$104K 0.04% 144
2022
Q1 		$102K Buy
1,001
+842
+530% +$85.2K 0.02% 173
2021
Q4 		$17K Hold
159
– – ﹤0.01% 272
2021
Q3 		$17K Hold
159
– – ﹤0.01% 225
2021
Q2 		$17K Hold
159
– – ﹤0.01% 229
2021
Q1 		$19K Buy
159
+33
+26% +$3.79K ﹤0.01% 226
2020
Q4 		$14K Buy
126
+17
+16% +$1.83K 0.01% 226
2020
Q3 		$11K Buy
109
+43
+65% +$4.28K 0.01% 234
2020
Q2 		$6K Buy
+66
New +$6.65K ﹤0.01% 176
2020
Q1 		– Sell
-29
Closed -$3K – 205
2019
Q4 		$3K Buy
+29
New +$3.2K ﹤0.01% 214

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

Crewe Advisors's FISV Position: Q2 2026 in Review

Crewe Advisors increased its Fiserv Inc (FISV) stake by 5% in Q2 2026, buying an estimated $2.74K and bringing the position to 1,033 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Crewe Advisors first reported a position in FISV in Q4 2019 and has held it in 23 quarters since. The position peaked at $404K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Crewe Advisors held 1,033 shares of Fiserv Inc worth $50.7K as of Q2 2026.
  • Crewe Advisors bought 49 Fiserv Inc shares in Q2 2026, an estimated $2.74K.
  • Fiserv Inc made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #433 holding.
  • Crewe Advisors first reported a position in Fiserv Inc in Q4 2019 and has held it in 23 quarters since.
  • Crewe Advisors's Fiserv Inc position peaked at $404K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.