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 		$24.3K Buy
+1,500
New +$83.8K ﹤0.01% 1039

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.