EFA
FISV

Edge Financial Advisors’s Fiserv Inc FISV Stock Holding History

Edge Financial 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
2024
Q2 		– Sell
-1,600
Closed -$256K – 101
2024
Q1 		$256K Buy
+1,600
New +$233K 0.23% 112

Other funds holding FISV

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Financial Advisors's FISV Position: Q2 2024 in Review

Edge Financial Advisors sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 1,600 shares — an estimated $256K sold.

Edge Financial Advisors first reported a position in FISV in Q1 2024 and held it in 1 quarter. The position peaked at $256K in Q1 2024. 1,664 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Edge Financial Advisors reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
  • Edge Financial Advisors sold 1,600 Fiserv Inc shares in Q2 2024, an estimated $256K.
  • Edge Financial Advisors first reported a position in Fiserv Inc in Q1 2024 and held it in 1 quarter.
  • Edge Financial Advisors's Fiserv Inc position peaked at $256K in Q1 2024.
  • 1,664 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Edge Financial Advisors's 13F filing for Q2 2024, filed 5 Feb 2026.