FMWA
FISV

Forvis Mazars Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Forvis Mazars Wealth 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
2026
Q2 		$540K Sell
11,011
-727
-6% -$40.6K 0.01% 293
2026
Q1 		$655K Buy
11,738
+1,203
+11% +$74.4K 0.01% 252
2025
Q4 		$708K Sell
10,535
-10,711
-50% -$897K 0.01% 244
2025
Q3 		$2.74M Buy
21,246
+593
+3% +$85K 0.05% 130
2025
Q2 		$3.56M Sell
20,653
-768
-4% -$139K 0.08% 110
2025
Q1 		$4.73M Sell
21,421
-962
-4% -$211K 0.11% 91
2024
Q4 		$4.6M Sell
22,383
-1,014
-4% -$207K 0.11% 97
2024
Q3 		$4.2M Sell
23,397
-202
-0.9% -$33.3K 0.1% 107
2024
Q2 		$3.52M Buy
23,599
+1,392
+6% +$211K 0.09% 116
2024
Q1 		$3.55M Sell
22,207
-669
-3% -$97.4K 0.09% 109
2023
Q4 		$3.04M Sell
22,876
-1,102
-5% -$135K 0.08% 119
2023
Q3 		$2.71M Sell
23,978
-15,644
-39% -$1.93M 0.08% 126
2023
Q2 		$5M Buy
39,622
+11,148
+39% +$1.31M 0.15% 99
2023
Q1 		$3.22M Sell
28,474
-463
-2% -$50.9K 0.11% 113
2022
Q4 		$2.92M Buy
28,937
+1,154
+4% +$115K 0.1% 113
2022
Q3 		$2.6M Buy
27,783
+5,162
+23% +$526K 0.1% 115
2022
Q2 		$2.01M Sell
22,621
-1,031
-4% -$100K 0.08% 124
2022
Q1 		$2.4M Buy
23,652
+3,438
+17% +$348K 0.1% 98
2021
Q4 		$2.1M Sell
20,214
-1,209
-6% -$125K 0.09% 98
2021
Q3 		$2.32M Buy
21,423
+1,590
+8% +$178K 0.11% 87
2021
Q2 		$2.12M Buy
19,833
+1,769
+10% +$206K 0.1% 91
2021
Q1 		$2.15M Sell
18,064
-5,384
-23% -$618K 0.11% 90
2020
Q4 		$2.67M Buy
23,448
+1,621
+7% +$175K 0.13% 82
2020
Q3 		$2.25M Buy
21,827
+2,203
+11% +$219K 0.13% 83
2020
Q2 		$1.92M Buy
19,624
+8,766
+81% +$883K 0.12% 86
2020
Q1 		$1.03M Buy
10,858
+6,981
+180% +$775K 0.08% 105
2019
Q4 		$448K Buy
3,877
+1,021
+36% +$113K 0.03% 203
2019
Q3 		$296K Buy
2,856
+271
+10% +$27.7K 0.02% 222
2019
Q2 		$236K Sell
2,585
-739
-22% -$64.8K 0.02% 240
2019
Q1 		$293K Buy
+3,324
New +$274K 0.02% 209

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Forvis Mazars Wealth Advisors's FISV Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Fiserv Inc (FISV) stake by 6.2% in Q2 2026, selling an estimated $40.6K and leaving 11,011 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #293.

Forvis Mazars Wealth Advisors first reported a position in FISV in Q1 2019 and has held it in 30 quarters since. The position peaked at $5M in Q2 2023. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 11,011 shares of Fiserv Inc worth $540K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 727 Fiserv Inc shares in Q2 2026, an estimated $40.6K.
  • Fiserv Inc made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #293 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Fiserv Inc in Q1 2019 and has held it in 30 quarters since.
  • Forvis Mazars Wealth Advisors's Fiserv Inc position peaked at $5M in Q2 2023.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.