Heritage Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Heritage 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	$114K	Hold	2,035	–	–	﹤0.01%	242
2025 Q4	$137K	Sell	2,035 -1,424	-41%	-$119K	0.01%	247
2025 Q3	$446K	Sell	3,459 -49	-1%	-$7.02K	0.02%	138
2025 Q2	$605K	Sell	3,508 -8	-0.2%	-$1.45K	0.03%	115
2025 Q1	$776K	Sell	3,516 -3	-0.1%	-$657	0.04%	94
2024 Q4	$723K	Sell	3,519 -45	-1%	-$9.19K	0.04%	108
2024 Q3	$640K	Buy	3,564 +14	+0.4%	+$2.31K	0.03%	125
2024 Q2	$529K	Hold	3,550	–	–	0.02%	133
2024 Q1	$567K	Hold	3,550	–	–	0.03%	136
2023 Q4	$472K	Hold	3,550	–	–	0.02%	147
2023 Q3	$401K	Sell	3,550 -278	-7%	-$34.2K	0.02%	144
2023 Q2	$483K	Buy	3,828 +28	+0.7%	+$3.3K	0.03%	137
2023 Q1	$430K	Hold	3,800	–	–	0.02%	140
2022 Q4	$384K	Hold	3,800	–	–	0.02%	152
2022 Q3	$356K	Buy	3,800 +3,000	+375%	+$306K	0.03%	149
2022 Q2	$71K	Hold	800	–	–	﹤0.01%	291
2022 Q1	$81K	Hold	800	–	–	﹤0.01%	269
2021 Q4	$83K	Hold	800	–	–	﹤0.01%	280
2021 Q3	$86.8K	Hold	800	–	–	0.01%	266
2021 Q2	$85.5K	Hold	800	–	–	0.01%	267
2021 Q1	$95.2K	Buy	+800	New	+$91.8K	0.01%	271
2020 Q1	–	Sell	-28	Closed	-$3.24K	–	490
2019 Q4	$3.24K	Buy	+28	New	+$3.09K	﹤0.01%	483

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's FISV Position: Q1 2026 in Review

Heritage Wealth Advisors held its Fiserv Inc (FISV) position steady in Q1 2026 at 2,035 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Heritage Wealth Advisors first reported a position in FISV in Q4 2019 and has held it in 22 quarters since. The position peaked at $776K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Heritage Wealth Advisors held 2,035 shares of Fiserv Inc worth $114K as of Q1 2026.
Heritage Wealth Advisors left its Fiserv Inc share count unchanged in Q1 2026.
Fiserv Inc made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #242 holding.
Heritage Wealth Advisors first reported a position in Fiserv Inc in Q4 2019 and has held it in 22 quarters since.
Heritage Wealth Advisors's Fiserv Inc position peaked at $776K in Q1 2025.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.