CWA Asset Management Group’s Fiserv Inc FISV Stock Holding History

CWA Asset Management Group’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 Q1	–	Sell	-3,002	Closed	-$202K	–	700
2025 Q4	$202K	Sell	3,002 -3,981	-57%	-$333K	0.01%	624
2025 Q3	$900K	Sell	6,983 -634	-8%	-$90.9K	0.03%	374
2025 Q2	$1.31M	Sell	7,617 -1,220	-14%	-$221K	0.06%	283
2025 Q1	$1.95M	Buy	8,837 +3,848	+77%	+$842K	0.09%	193
2024 Q4	$1.02M	Buy	4,989 +2,187	+78%	+$446K	0.05%	250
2024 Q3	$503K	Buy	+2,802	New	+$462K	0.03%	362
2024 Q1	$303K	Buy	+1,896	New	+$276K	0.02%	418
2023 Q1	–	Sell	-4,149	Closed	-$419K	–	333
2022 Q4	$419K	Buy	4,149 +175	+4%	+$17.4K	0.03%	210
2022 Q3	$372K	Buy	3,974 +964	+32%	+$98.2K	0.04%	204
2022 Q2	$268K	Buy	+3,010	New	+$292K	0.03%	244

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWA Asset Management Group's FISV Position: Q1 2026 in Review

CWA Asset Management Group sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,002 shares — an estimated $202K sold.

CWA Asset Management Group first reported a position in FISV in Q2 2022 and held it in 10 quarters. The position peaked at $1.95M in Q1 2025. 1,256 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

CWA Asset Management Group reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
CWA Asset Management Group sold 3,002 Fiserv Inc shares in Q1 2026, an estimated $202K.
CWA Asset Management Group first reported a position in Fiserv Inc in Q2 2022 and held it in 10 quarters.
CWA Asset Management Group's Fiserv Inc position peaked at $1.95M in Q1 2025.
1,256 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on CWA Asset Management Group's 13F filing for Q1 2026, filed 20 Apr 2026.