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
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 $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

Forvis Mazars Wealth Advisors's FISV Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Fiserv Inc (FISV) stake by 11% in Q1 2026, buying an estimated $74.4K and bringing the position to 11,738 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #252.

Forvis Mazars Wealth Advisors first reported a position in FISV in Q1 2019 and has held it in 29 quarters since. The position peaked at $5M in Q2 2023. 1,254 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 11,738 shares of Fiserv Inc worth $655K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 1,203 Fiserv Inc shares in Q1 2026, an estimated $74.4K.
  • Fiserv Inc made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #252 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Fiserv Inc in Q1 2019 and has held it in 29 quarters since.
  • Forvis Mazars Wealth Advisors's Fiserv Inc position peaked at $5M in Q2 2023.
  • 1,254 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.