Empower Advisory Group
FISV

Empower Advisory Group’s Fiserv Inc FISV Stock Holding History

Empower Advisory 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
-3,109
Closed -$209K – 524
2025
Q4 		$209K Sell
3,109
-3,798
-55% -$318K ﹤0.01% 481
2025
Q3 		$891K Buy
6,907
+133
+2% +$19.1K ﹤0.01% 263
2025
Q2 		$1.17M Buy
6,774
+188
+3% +$34.1K ﹤0.01% 232
2025
Q1 		$1.45M Sell
6,586
-823
-11% -$180K ﹤0.01% 215
2024
Q4 		$1.52M Buy
7,409
+522
+8% +$107K 0.01% 216
2024
Q3 		$1.24M Sell
6,887
-622
-8% -$103K ﹤0.01% 220
2024
Q2 		$1.12M Buy
7,509
+4,347
+137% +$658K ﹤0.01% 219
2024
Q1 		$505K Sell
3,162
-342
-10% -$49.8K ﹤0.01% 302
2023
Q4 		$465K Buy
3,504
+10
+0.3% +$1.23K ﹤0.01% 308
2023
Q3 		$395K Buy
3,494
+68
+2% +$8.37K ﹤0.01% 327
2023
Q2 		$432K Sell
3,426
-13
-0.4% -$1.53K ﹤0.01% 327
2023
Q1 		$388K Buy
+3,439
New +$378K ﹤0.01% 341

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Empower Advisory Group's FISV Position: Q1 2026 in Review

Empower Advisory Group sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,109 shares — an estimated $209K sold.

Empower Advisory Group first reported a position in FISV in Q1 2023 and held it in 12 quarters. The position peaked at $1.52M in Q4 2024. 1,254 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Empower Advisory Group reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Empower Advisory Group sold 3,109 Fiserv Inc shares in Q1 2026, an estimated $209K.
  • Empower Advisory Group first reported a position in Fiserv Inc in Q1 2023 and held it in 12 quarters.
  • Empower Advisory Group's Fiserv Inc position peaked at $1.52M in Q4 2024.
  • 1,254 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.