HIA
FISV

Harbor Investment Advisory’s Fiserv Inc FISV Stock Holding History

Harbor Investment Advisory’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 		$292K Sell
5,953
-1,493
-20% -$83.4K 0.02% 367
2026
Q1 		$415K Sell
7,446
-1,214
-14% -$75.1K 0.03% 311
2025
Q4 		$582K Sell
8,660
-10,119
-54% -$847K 0.04% 264
2025
Q3 		$2.42M Buy
18,779
+3,576
+24% +$512K 0.2% 90
2025
Q2 		$2.62M Buy
15,203
+1,336
+10% +$242K 0.23% 83
2025
Q1 		$3.06M Sell
13,867
-32
-0.2% -$7.01K 0.3% 68
2024
Q4 		$2.86M Sell
13,899
-225
-2% -$45.9K 0.27% 74
2024
Q3 		$2.54M Sell
14,124
-391
-3% -$64.5K 0.25% 78
2024
Q2 		$2.16M Sell
14,515
-69
-0.5% -$10.4K 0.23% 79
2024
Q1 		$2.33M Sell
14,584
-81
-0.6% -$11.8K 0.24% 73
2023
Q4 		$1.95M Buy
14,665
+864
+6% +$106K 0.22% 81
2023
Q3 		$1.56M Sell
13,801
-21
-0.2% -$2.59K 0.2% 85
2023
Q2 		$1.74M Buy
13,822
+20
+0.1% +$2.35K 0.24% 81
2023
Q1 		$1.56M Buy
13,802
+45
+0.3% +$4.95K 0.23% 89
2022
Q4 		$1.39M Buy
13,757
+724
+6% +$72.1K 0.22% 93
2022
Q3 		$1.22M Buy
13,033
+510
+4% +$52K 0.2% 96
2022
Q2 		$1.11M Buy
12,523
+712
+6% +$69.1K 0.18% 108
2022
Q1 		$1.2M Buy
11,811
+761
+7% +$77K 0.16% 114
2021
Q4 		$1.15M Buy
11,050
+1,919
+21% +$198K 0.15% 127
2021
Q3 		$991K Sell
9,131
-39
-0.4% -$4.36K 0.13% 130
2021
Q2 		$980K Buy
9,170
+847
+10% +$98.5K 0.13% 132
2021
Q1 		$991K Buy
8,323
+1,878
+29% +$216K 0.15% 121
2020
Q4 		$734K Buy
6,445
+125
+2% +$13.5K 0.12% 146
2020
Q3 		$651K Buy
6,320
+362
+6% +$36.1K 0.12% 138
2020
Q2 		$582K Buy
5,958
+49
+0.8% +$4.93K 0.12% 137
2020
Q1 		$561K Buy
5,909
+87
+1% +$9.66K 0.15% 122
2019
Q4 		$673K Buy
+5,822
New +$643K 0.16% 130

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

Harbor Investment Advisory's FISV Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Fiserv Inc (FISV) stake by 20% in Q2 2026, selling an estimated $83.4K and leaving 5,953 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #367.

Harbor Investment Advisory first reported a position in FISV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.06M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Harbor Investment Advisory held 5,953 shares of Fiserv Inc worth $292K as of Q2 2026.
  • Harbor Investment Advisory sold 1,493 Fiserv Inc shares in Q2 2026, an estimated $83.4K.
  • Fiserv Inc made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #367 holding.
  • Harbor Investment Advisory first reported a position in Fiserv Inc in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Fiserv Inc position peaked at $3.06M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.