GVAG
FISV

Great Valley Advisor Group’s Fiserv Inc FISV Stock Holding History

Great Valley Advisor 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
2026
Q2 		$556K Sell
11,341
-1,746
-13% -$97.6K 0.01% 688
2026
Q1 		$730K Sell
13,087
-575
-4% -$35.6K 0.01% 575
2025
Q4 		$917K Sell
13,662
-8,179
-37% -$685K 0.02% 493
2025
Q3 		$2.82M Sell
21,841
-20,874
-49% -$2.99M 0.06% 272
2025
Q2 		$7.36M Sell
42,715
-25,075
-37% -$4.55M 0.16% 134
2025
Q1 		$15M Sell
67,790
-9,884
-13% -$2.16M 0.32% 81
2024
Q4 		$16M Sell
77,674
-2,204
-3% -$450K 0.36% 71
2024
Q3 		$14.4M Sell
79,878
-401
-0.5% -$66.1K 0.35% 75
2024
Q2 		$12M Buy
80,279
+9,709
+14% +$1.47M 0.33% 79
2024
Q1 		$11.3M Buy
70,570
+7,395
+12% +$1.08M 0.34% 75
2023
Q4 		$8.39M Sell
63,175
-553
-0.9% -$67.9K 0.29% 86
2023
Q3 		$7.2M Buy
63,728
+5,109
+9% +$629K 0.3% 86
2023
Q2 		$7.4M Buy
58,619
+4,142
+8% +$488K 0.31% 82
2023
Q1 		$6.16M Buy
54,477
+19,277
+55% +$2.12M 0.29% 94
2022
Q4 		$3.56M Buy
35,200
+6,916
+24% +$689K 0.18% 140
2022
Q3 		$2.65M Buy
28,284
+1,629
+6% +$166K 0.15% 156
2022
Q2 		$2.37M Sell
26,655
-1,684
-6% -$163K 0.13% 171
2022
Q1 		$2.87M Sell
28,339
-3,734
-12% -$378K 0.17% 150
2021
Q4 		$3.33M Buy
32,073
+5,086
+19% +$526K 0.21% 124
2021
Q3 		$2.93M Buy
26,987
+3,434
+15% +$384K 0.2% 129
2021
Q2 		$2.52M Buy
23,553
+13,800
+141% +$1.6M 0.19% 138
2021
Q1 		$1.16M Buy
9,753
+4,460
+84% +$512K 0.11% 181
2020
Q4 		$603K Buy
5,293
+261
+5% +$28.1K 0.06% 253
2020
Q3 		$519K Buy
5,032
+1
+0% +$100 0.06% 246
2020
Q2 		$491K Hold
5,031
– – 0.08% 238
2020
Q1 		$478K Hold
5,031
– – 0.13% 180
2019
Q4 		$582K Hold
5,031
– – 0.13% 187
2019
Q3 		$521K Buy
5,031
+1,180
+31% +$120K 0.13% 189
2019
Q2 		$351K Buy
+3,851
New +$337K 0.09% 227

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Great Valley Advisor Group's FISV Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Fiserv Inc (FISV) stake by 13% in Q2 2026, selling an estimated $97.6K and leaving 11,341 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #688.

Great Valley Advisor Group first reported a position in FISV in Q2 2019 and has held it in 29 quarters since. The position peaked at $16M in Q4 2024. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Great Valley Advisor Group held 11,341 shares of Fiserv Inc worth $556K as of Q2 2026.
  • Great Valley Advisor Group sold 1,746 Fiserv Inc shares in Q2 2026, an estimated $97.6K.
  • Fiserv Inc made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #688 holding.
  • Great Valley Advisor Group first reported a position in Fiserv Inc in Q2 2019 and has held it in 29 quarters since.
  • Great Valley Advisor Group's Fiserv Inc position peaked at $16M in Q4 2024.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.