DIA
FISV

Dana Investment Advisors’s Fiserv Inc FISV Stock Holding History

Dana 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
Q1 		$2.95M Sell
52,940
-37,779
-42% -$2.34M 0.09% 250
2025
Q4 		$6.09M Sell
90,719
-65,673
-42% -$5.5M 0.18% 136
2025
Q3 		$20.2M Buy
156,392
+5,424
+4% +$777K 0.59% 36
2025
Q2 		$26M Buy
150,968
+321
+0.2% +$58.2K 0.86% 23
2025
Q1 		$33.3M Sell
150,647
-17,783
-11% -$3.89M 1.19% 8
2024
Q4 		$34.6M Sell
168,430
-11,258
-6% -$2.3M 1.14% 9
2024
Q3 		$32.3M Sell
179,688
-5,088
-3% -$839K 1.07% 9
2024
Q2 		$27.5M Sell
184,776
-28,471
-13% -$4.31M 0.93% 13
2024
Q1 		$34.1M Sell
213,247
-23,156
-10% -$3.37M 1.13% 9
2023
Q4 		$31.4M Sell
236,403
-32,193
-12% -$3.95M 1.52% 8
2023
Q3 		$30.3M Sell
268,596
-553
-0.2% -$68.1K 1.55% 10
2023
Q2 		$34M Sell
269,149
-12,145
-4% -$1.43M 1.67% 7
2023
Q1 		$31.8M Sell
281,294
-23,575
-8% -$2.59M 1.62% 8
2022
Q4 		$30.8M Buy
304,869
+34,679
+13% +$3.45M 1.62% 6
2022
Q3 		$25.3M Buy
270,190
+166,687
+161% +$17M 1.43% 10
2022
Q2 		$9.21M Buy
103,503
+54,962
+113% +$5.33M 0.47% 66
2022
Q1 		$4.92M Buy
48,541
+9,543
+24% +$966K 0.23% 84
2021
Q4 		$4.05M Buy
38,998
+19,090
+96% +$1.97M 0.18% 93
2021
Q3 		$2.16M Buy
19,908
+17,693
+799% +$1.98M 0.1% 126
2021
Q2 		$237K Hold
2,215
– – 0.01% 303
2021
Q1 		$264K Sell
2,215
-128
-5% -$14.7K 0.01% 298
2020
Q4 		$267K Sell
2,343
-410
-15% -$44.2K 0.01% 272
2020
Q3 		$284K Sell
2,753
-23,263
-89% -$2.32M 0.02% 254
2020
Q2 		$2.54M Buy
26,016
+22,950
+749% +$2.31M 0.14% 103
2020
Q1 		$291K Hold
3,066
– – 0.02% 238
2019
Q4 		$355K Sell
3,066
-68
-2% -$7.51K 0.02% 246
2019
Q3 		$325K Buy
3,134
+160
+5% +$16.3K 0.02% 232
2019
Q2 		$271K Hold
2,974
– – 0.01% 259
2019
Q1 		$263K Sell
2,974
-26,057
-90% -$2.15M 0.01% 255
2018
Q4 		$2.13M Sell
29,031
-2,859
-9% -$221K 0.11% 131
2018
Q3 		$2.63M Buy
31,890
+2,453
+8% +$193K 0.11% 147
2018
Q2 		$2.18M Sell
29,437
-2,900
-9% -$211K 0.1% 175
2018
Q1 		$2.31M Buy
32,337
+3,529
+12% +$248K 0.1% 151
2017
Q4 		$1.89M Buy
28,808
+226
+0.8% +$14.6K 0.08% 187
2017
Q3 		$1.84M Buy
28,582
+308
+1% +$19.1K 0.08% 189
2017
Q2 		$1.73M Buy
28,274
+288
+1% +$17.4K 0.08% 195
2017
Q1 		$1.61M Buy
27,986
+1,098
+4% +$61.6K 0.08% 204
2016
Q4 		$1.43M Sell
26,888
-1,456
-5% -$74.8K 0.07% 210
2016
Q3 		$1.41M Sell
28,344
-115,558
-80% -$6.06M 0.07% 194
2016
Q2 		$7.82M Buy
143,902
+131,892
+1,098% +$6.79M 0.35% 82
2016
Q1 		$616K Buy
+12,010
New +$570K 0.03% 212

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dana Investment Advisors's FISV Position: Q1 2026 in Review

Dana Investment Advisors reduced its Fiserv Inc (FISV) stake by 42% in Q1 2026, selling an estimated $2.34M and leaving 52,940 shares worth $2.95M. The position accounts for 0.09% of the portfolio, ranked #250.

Dana Investment Advisors first reported a position in FISV in Q1 2016 and has held it in 41 quarters since. The position peaked at $34.6M in Q4 2024. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Dana Investment Advisors held 52,940 shares of Fiserv Inc worth $2.95M as of Q1 2026.
  • Dana Investment Advisors sold 37,779 Fiserv Inc shares in Q1 2026, an estimated $2.34M.
  • Fiserv Inc made up 0.09% of Dana Investment Advisors's portfolio in Q1 2026, its #250 holding.
  • Dana Investment Advisors first reported a position in Fiserv Inc in Q1 2016 and has held it in 41 quarters since.
  • Dana Investment Advisors's Fiserv Inc position peaked at $34.6M in Q4 2024.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.