ETIA
FISV

Epic Trust Investment Advisors’s Fiserv Inc FISV Stock Holding History

Epic Trust 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
2024
Q2 		$539K Buy
3,614
+363
+11% +$54.9K 0.59% 37
2024
Q1 		$520K Buy
3,251
+180
+6% +$26.2K 0.64% 40
2023
Q4 		$408K Buy
3,071
+183
+6% +$22.5K 0.55% 45
2023
Q3 		$326K Sell
2,888
-158
-5% -$19.5K 0.51% 58
2023
Q2 		$384K Sell
3,046
-618
-17% -$72.8K 0.55% 49
2023
Q1 		$414K Sell
3,664
-1,613
-31% -$177K 0.5% 56
2022
Q4 		$533K Sell
5,277
-370
-7% -$36.9K 0.8% 37
2022
Q3 		$528K Buy
+5,647
New +$575K 0.73% 39

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Epic Trust Investment Advisors's FISV Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Fiserv Inc (FISV) stake by 11% in Q2 2024, buying an estimated $54.9K and bringing the position to 3,614 shares worth $539K. The position accounts for 0.59% of the portfolio, ranked #37.

Epic Trust Investment Advisors first reported a position in FISV in Q3 2022 and has held it in 8 quarters since. 1,666 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Epic Trust Investment Advisors held 3,614 shares of Fiserv Inc worth $539K as of Q2 2024.
  • Epic Trust Investment Advisors bought 363 Fiserv Inc shares in Q2 2024, an estimated $54.9K.
  • Fiserv Inc made up 0.59% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #37 holding.
  • Epic Trust Investment Advisors first reported a position in Fiserv Inc in Q3 2022 and has held it in 8 quarters since.
  • 1,666 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.