HIA
FISV

HFM Investment Advisors’s Fiserv Inc FISV Stock Holding History

HFM Investment 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
Q2 		$393 Buy
+8
New +$447 ﹤0.01% 1062
2025
Q4 		– Sell
-5
Closed -$645 – 1293
2025
Q3 		$645 Sell
5
-3
-38% -$430 ﹤0.01% 553
2025
Q2 		$1.38K Buy
8
+4
+100% +$725 ﹤0.01% 260
2025
Q1 		$884 Buy
+4
New +$876 ﹤0.01% 178

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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

HFM Investment Advisors's FISV Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Fiserv Inc (FISV) in Q2 2026: 8 shares worth $393. The stake represents ﹤0.01% of the portfolio and ranks #1062 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in FISV as recently as Q3 2025.

HFM Investment Advisors first reported a position in FISV in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.38K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • HFM Investment Advisors held 8 shares of Fiserv Inc worth $393 as of Q2 2026.
  • Fiserv Inc was a new HFM Investment Advisors position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1062 holding.
  • HFM Investment Advisors first reported a position in Fiserv Inc in Q1 2025 and has held it in 4 quarters since.
  • HFM Investment Advisors's Fiserv Inc position peaked at $1.38K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.