Frazier Financial Advisors’s Fiserv Inc FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$23.4K Sell
477
-873
-65% -$48.8K 0.01% 290
2026
Q1
$75.3K Buy
1,350
+25
+2% +$1.55K 0.04% 142
2025
Q4
$89K Hold
1,325
0.05% 118
2025
Q3
$171K Sell
1,325
-54
-4% -$7.74K 0.1% 71
2025
Q2
$238K Hold
1,379
0.17% 50
2025
Q1
$305K Hold
1,379
0.23% 41
2024
Q4
$284K Hold
1,379
0.23% 39
2024
Q3
$248K Sell
1,379
-17
-1% -$2.8K 0.19% 47
2024
Q2
$208K Sell
1,396
-2
-0.1% -$303 0.17% 54
2024
Q1
$223K Buy
1,398
+19
+1% +$2.77K 0.18% 50
2023
Q4
$183K Buy
+1,379
New +$169K 0.16% 50

Other funds holding FISV

Frazier Financial Advisors's FISV Position: Q2 2026 in Review

Frazier Financial Advisors reduced its Fiserv Inc (FISV) stake by 65% in Q2 2026, selling an estimated $48.8K and leaving 477 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #290.

Frazier Financial Advisors first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $305K in Q1 2025. 792 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Frazier Financial Advisors held 477 shares of Fiserv Inc worth $23.4K as of Q2 2026.
  • Frazier Financial Advisors sold 873 Fiserv Inc shares in Q2 2026, an estimated $48.8K.
  • Fiserv Inc made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #290 holding.
  • Frazier Financial Advisors first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's Fiserv Inc position peaked at $305K in Q1 2025.
  • 792 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.