Independent Advisor Alliance’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 | $1.03M | Sell |
21,051
-949
| -4% | -$53K | 0.02% | 450 |
|
|
2026
Q1 | $1.23M | Sell |
22,000
-626
| -3% | -$38.7K | 0.01% | 728 |
|
|
2025
Q4 | $1.52M | Buy |
22,626
+2,872
| +15% | +$240K | 0.04% | 361 |
|
|
2025
Q3 | $2.55M | Buy |
19,754
+6,693
| +51% | +$959K | 0.07% | 244 |
|
|
2025
Q2 | $2.25M | Buy |
13,061
+261
| +2% | +$47.3K | 0.06% | 253 |
|
|
2025
Q1 | $2.83M | Buy |
12,800
+1,020
| +9% | +$223K | 0.09% | 203 |
|
|
2024
Q4 | $2.42M | Buy |
11,780
+1,966
| +20% | +$401K | 0.03% | 462 |
|
|
2024
Q3 | $1.76M | Sell |
9,814
-127
| -1% | -$20.9K | 0.06% | 243 |
|
|
2024
Q2 | $1.48M | Buy |
9,941
+1,591
| +19% | +$241K | 0.05% | 266 |
|
|
2024
Q1 | $1.33M | Buy |
8,350
+279
| +3% | +$40.6K | 0.05% | 278 |
|
|
2023
Q4 | $1.07M | Sell |
8,071
-9
| -0.1% | -$1.1K | 0.04% | 297 |
|
|
2023
Q3 | $913K | Buy |
8,080
+2,309
| +40% | +$284K | 0.04% | 308 |
|
|
2023
Q2 | $728K | Buy |
5,771
+170
| +3% | +$20K | 0.03% | 348 |
|
|
2023
Q1 | $633K | Buy |
+5,601
| New | +$616K | 0.03% | 372 |
|
|
2022
Q4 | – | Sell |
-4,882
| Closed | -$457K | – | 498 |
|
|
2022
Q3 | $457K | Buy |
4,882
+1
| +0% | +$102 | 0.03% | 394 |
|
|
2022
Q2 | $434K | Sell |
4,881
-796
| -14% | -$77.2K | 0.02% | 405 |
|
|
2022
Q1 | $576K | Sell |
5,677
-1,649
| -23% | -$167K | 0.03% | 363 |
|
|
2021
Q4 | $760K | Buy |
7,326
+1,145
| +19% | +$118K | 0.04% | 314 |
|
|
2021
Q3 | $671K | Buy |
6,181
+136
| +2% | +$15.2K | 0.04% | 321 |
|
|
2021
Q2 | $646K | Buy |
6,045
+1,617
| +37% | +$188K | 0.04% | 336 |
|
|
2021
Q1 | $527K | Buy |
4,428
+57
| +1% | +$6.54K | 0.03% | 359 |
|
|
2020
Q4 | $498K | Buy |
4,371
+484
| +12% | +$52.2K | 0.03% | 343 |
|
|
2020
Q3 | $401K | Sell |
3,887
-25
| -0.6% | -$2.49K | 0.03% | 335 |
|
|
2020
Q2 | $382K | Buy |
3,912
+44
| +1% | +$4.43K | 0.04% | 321 |
|
|
2020
Q1 | $367K | Buy |
3,868
+1,017
| +36% | +$113K | 0.05% | 246 |
|
|
2019
Q4 | $330K | Buy |
2,851
+94
| +3% | +$10.4K | 0.01% | 651 |
|
|
2019
Q3 | $286K | Buy |
2,757
+9
| +0.3% | +$919 | 0.03% | 345 |
|
|
2019
Q2 | $251K | Buy |
2,748
+15
| +0.5% | +$1.31K | 0.04% | 331 |
|
|
2019
Q1 | $241K | Buy |
+2,733
| New | +$226K | 0.03% | 361 |
|
|
2018
Q4 | – | Sell |
-2,655
| Closed | -$216K | – | 424 |
|
|
2018
Q3 | $216K | Buy |
+2,655
| New | +$208K | 0.04% | 331 |
|
Other funds holding FISV
CB
Independent Advisor Alliance's FISV Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Fiserv Inc (FISV) stake by 4.3% in Q2 2026, selling an estimated $53K and leaving 21,051 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #450.
Independent Advisor Alliance first reported a position in FISV in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.83M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Independent Advisor Alliance held 21,051 shares of Fiserv Inc worth $1.03M as of Q2 2026.
- Independent Advisor Alliance sold 949 Fiserv Inc shares in Q2 2026, an estimated $53K.
- Fiserv Inc made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #450 holding.
- Independent Advisor Alliance first reported a position in Fiserv Inc in Q3 2018 and has held it in 30 quarters since.
- Independent Advisor Alliance's Fiserv Inc position peaked at $2.83M in Q1 2025.
- 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.