DAS
FISV

Dynamic Advisor Solutions’s Fiserv Inc FISV Stock Holding History

Dynamic Advisor Solutions’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
-4,617
Closed -$310K – 974
2025
Q4 		$310K Sell
4,617
-1,338
-22% -$112K 0.01% 763
2025
Q3 		$768K Buy
5,955
+252
+4% +$36.1K 0.02% 522
2025
Q2 		$983K Buy
5,703
+495
+10% +$89.8K 0.03% 467
2025
Q1 		$1.15M Sell
5,208
-854
-14% -$187K 0.04% 388
2024
Q4 		$1.25M Sell
6,062
-3,185
-34% -$650K 0.05% 275
2024
Q3 		$1.66M Buy
9,247
+393
+4% +$64.8K 0.05% 330
2024
Q2 		$1.32M Buy
8,854
+336
+4% +$50.9K 0.04% 386
2024
Q1 		$1.36M Buy
8,518
+413
+5% +$60.1K 0.05% 374
2023
Q4 		$1.07M Buy
8,105
+403
+5% +$49.5K 0.04% 402
2023
Q3 		$870K Buy
7,702
+4,247
+123% +$523K 0.04% 387
2023
Q2 		$436K Buy
3,455
+942
+37% +$111K 0.02% 531
2023
Q1 		$284K Sell
2,513
-254
-9% -$27.9K 0.02% 603
2022
Q4 		$280K Buy
+2,767
New +$276K 0.02% 571

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynamic Advisor Solutions's FISV Position: Q1 2026 in Review

Dynamic Advisor Solutions sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 4,617 shares — an estimated $310K sold.

Dynamic Advisor Solutions first reported a position in FISV in Q4 2022 and held it in 13 quarters. The position peaked at $1.66M in Q3 2024. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Dynamic Advisor Solutions reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,617 Fiserv Inc shares in Q1 2026, an estimated $310K.
  • Dynamic Advisor Solutions first reported a position in Fiserv Inc in Q4 2022 and held it in 13 quarters.
  • Dynamic Advisor Solutions's Fiserv Inc position peaked at $1.66M in Q3 2024.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2026, filed 8 Apr 2026.