IFP Advisors’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.51M | Sell |
173,460
-2,218
| -1% | -$124K | 0.15% | 143 |
|
|
2026
Q1 | $9.8M | Buy |
175,678
+96,035
| +121% | +$5.94M | 0.2% | 108 |
|
|
2025
Q4 | $5.35M | Buy |
79,643
+69,234
| +665% | +$5.8M | 0.12% | 182 |
|
|
2025
Q3 | $1.34M | Sell |
10,409
-415
| -4% | -$59.5K | 0.03% | 501 |
|
|
2025
Q2 | $1.87M | Buy |
10,824
+2,704
| +33% | +$490K | 0.05% | 366 |
|
|
2025
Q1 | $1.79M | Buy |
8,120
+478
| +6% | +$105K | 0.06% | 379 |
|
|
2024
Q4 | $1.57M | Buy |
7,642
+224
| +3% | +$45.7K | 0.05% | 402 |
|
|
2024
Q3 | $1.33M | Sell |
7,418
-360
| -5% | -$59.4K | 0.05% | 403 |
|
|
2024
Q2 | $1.16M | Buy |
7,778
+301
| +4% | +$45.6K | 0.05% | 403 |
|
|
2024
Q1 | $1.19M | Buy |
7,477
+531
| +8% | +$77.3K | 0.05% | 371 |
|
|
2023
Q4 | $923K | Sell |
6,946
-293
| -4% | -$36K | 0.04% | 405 |
|
|
2023
Q3 | $818K | Sell |
7,239
-789
| -10% | -$97.2K | 0.04% | 446 |
|
|
2023
Q2 | $1.01M | Buy |
8,028
+947
| +13% | +$111K | 0.04% | 424 |
|
|
2023
Q1 | $519K | Buy |
7,081
+1,587
| +29% | +$175K | 0.02% | 590 |
|
|
2022
Q4 | $418K | Sell |
5,494
-3,378
| -38% | -$336K | 0.01% | 970 |
|
|
2022
Q3 | $667K | Buy |
8,872
+2,371
| +36% | +$242K | 0.02% | 792 |
|
|
2022
Q2 | $492K | Hold |
6,501
| – | – | 0.02% | 863 |
|
|
2022
Q1 | $492K | Buy |
6,501
+4,096
| +170% | +$415K | 0.02% | 863 |
|
|
2021
Q4 | $256K | Buy |
2,405
+433
| +22% | +$44.8K | 0.01% | 849 |
|
|
2021
Q3 | $219K | Sell |
1,972
-169
| -8% | -$18.9K | ﹤0.01% | 911 |
|
|
2021
Q2 | $228K | Sell |
2,141
-837
| -28% | -$97.3K | ﹤0.01% | 843 |
|
|
2021
Q1 | $355K | Buy |
2,978
+817
| +38% | +$93.8K | 0.01% | 620 |
|
|
2020
Q4 | $245K | Buy |
2,161
+109
| +5% | +$11.7K | 0.01% | 726 |
|
|
2020
Q3 | $210K | Buy |
2,052
+331
| +19% | +$33K | 0.01% | 688 |
|
|
2020
Q2 | $167K | Sell |
1,721
-858
| -33% | -$86.4K | 0.01% | 740 |
|
|
2020
Q1 | $249K | Sell |
2,579
-876
| -25% | -$97.3K | 0.03% | 509 |
|
|
2019
Q4 | $404K | Buy |
3,455
+255
| +8% | +$28.2K | 0.03% | 471 |
|
|
2019
Q3 | $331K | Buy |
+3,200
| New | +$327K | 0.02% | 598 |
|
|
2019
Q1 | $2K | Sell |
20
-1,319
| -99% | -$109K | ﹤0.01% | 2076 |
|
|
2018
Q4 | $98K | Sell |
1,339
-1,678
| -56% | -$130K | 0.01% | 1208 |
|
|
2018
Q3 | $249K | Buy |
3,017
+2,108
| +232% | +$165K | 0.01% | 960 |
|
|
2018
Q2 | $67K | Buy |
909
+627
| +222% | +$45.5K | ﹤0.01% | 1736 |
|
|
2018
Q1 | $37K | Sell |
282
-282
| -50% | -$19.8K | ﹤0.01% | 1991 |
|
|
2017
Q4 | $37K | Sell |
564
-606
| -52% | -$39.1K | ﹤0.01% | 2012 |
|
|
2017
Q3 | $75K | Sell |
1,170
-122
| -9% | -$7.58K | ﹤0.01% | 1724 |
|
|
2017
Q2 | $79K | Buy |
1,292
+34
| +3% | +$2.06K | ﹤0.01% | 1670 |
|
|
2017
Q1 | $73K | Sell |
1,258
-1,006
| -44% | -$56.5K | ﹤0.01% | 1699 |
|
|
2016
Q4 | $120K | Sell |
2,264
-90
| -4% | -$4.62K | 0.01% | 1334 |
|
|
2016
Q3 | $117K | Buy |
2,354
+800
| +51% | +$42K | 0.01% | 1284 |
|
|
2016
Q2 | $84K | Buy |
1,554
+1,514
| +3,785% | +$77.9K | ﹤0.01% | 1437 |
|
|
2016
Q1 | $2K | Sell |
40
-1,452
| -97% | -$68.9K | ﹤0.01% | 2075 |
|
|
2015
Q4 | $68K | Buy |
+1,492
| New | +$70.1K | ﹤0.01% | 1416 |
|
Other funds holding FISV
IFP Advisors's FISV Position: Q2 2026 in Review
IFP Advisors reduced its Fiserv Inc (FISV) stake by 1.3% in Q2 2026, selling an estimated $124K and leaving 173,460 shares worth $8.51M. The position accounts for 0.15% of the portfolio, ranked #143.
IFP Advisors first reported a position in FISV in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.8M in Q1 2026. 1,143 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- IFP Advisors held 173,460 shares of Fiserv Inc worth $8.51M as of Q2 2026.
- IFP Advisors sold 2,218 Fiserv Inc shares in Q2 2026, an estimated $124K.
- Fiserv Inc made up 0.15% of IFP Advisors's portfolio in Q2 2026, its #143 holding.
- IFP Advisors first reported a position in Fiserv Inc in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Fiserv Inc position peaked at $9.8M in Q1 2026.
- 1,143 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.