HAG
FISV

HF Advisory Group’s Fiserv Inc FISV Stock Holding History

HF Advisory 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
Q1 		– Sell
-4,492
Closed -$302K – 169
2025
Q4 		$302K Sell
4,492
-889
-17% -$74.4K 0.11% 145
2025
Q3 		$694K Buy
5,381
+1,585
+42% +$227K 0.25% 112
2025
Q2 		$654K Sell
3,796
-66
-2% -$12K 0.26% 111
2025
Q1 		$853K Sell
3,862
-70
-2% -$15.3K 0.37% 100
2024
Q4 		$808K Sell
3,932
-486
-11% -$99.2K 0.37% 94
2024
Q3 		$794K Buy
4,418
+270
+7% +$44.5K 0.37% 99
2024
Q2 		$618K Buy
4,148
+298
+8% +$45.1K 0.32% 108
2024
Q1 		$615K Buy
3,850
+57
+2% +$8.3K 0.34% 97
2023
Q4 		$504K Buy
3,793
+333
+10% +$40.9K 0.32% 101
2023
Q3 		$400K Buy
3,460
+161
+5% +$19.8K 0.3% 107
2023
Q2 		$416K Sell
3,299
-112
-3% -$13.2K 0.33% 97
2023
Q1 		$386K Buy
3,411
+40
+1% +$4.4K 0.34% 93
2022
Q4 		$341K Buy
+3,371
New +$336K 0.34% 96

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HF Advisory Group's FISV Position: Q1 2026 in Review

HF Advisory Group sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 4,492 shares — an estimated $302K sold.

HF Advisory Group first reported a position in FISV in Q4 2022 and held it in 13 quarters. The position peaked at $853K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • HF Advisory Group reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • HF Advisory Group sold 4,492 Fiserv Inc shares in Q1 2026, an estimated $302K.
  • HF Advisory Group first reported a position in Fiserv Inc in Q4 2022 and held it in 13 quarters.
  • HF Advisory Group's Fiserv Inc position peaked at $853K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on HF Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.