FCAG
FISV

First Capital Advisors Group’s Fiserv Inc FISV Stock Holding History

First Capital Advisors 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
2023
Q2 		$87.9K Buy
+697
New +$82.1K 0.05% 229
2018
Q2 		– Sell
-20
Closed -$1K – 364
2018
Q1 		$1K Buy
+20
New +$1.41K ﹤0.01% 790

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

First Capital Advisors Group's FISV Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Fiserv Inc (FISV) in Q2 2023: 697 shares worth $87.9K. The stake represents 0.05% of the portfolio and ranks #229 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in FISV as recently as Q1 2018.

First Capital Advisors Group first reported a position in FISV in Q1 2018 and has held it in 2 quarters since. 1,475 funds tracked by Wall St. Rank hold FISV as of Q2 2023.

  • First Capital Advisors Group held 697 shares of Fiserv Inc worth $87.9K as of Q2 2023.
  • Fiserv Inc was a new First Capital Advisors Group position in Q2 2023.
  • Fiserv Inc made up 0.05% of First Capital Advisors Group's portfolio in Q2 2023, its #229 holding.
  • First Capital Advisors Group first reported a position in Fiserv Inc in Q1 2018 and has held it in 2 quarters since.
  • 1,475 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.