IAA
FISV

Independent Advisor Alliance’s Fiserv Inc FISV Stock Holding History

Independent Advisor Alliance’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 		$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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's FISV Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Fiserv Inc (FISV) stake by 2.8% in Q1 2026, selling an estimated $38.7K and leaving 22,000 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #728.

Independent Advisor Alliance first reported a position in FISV in Q3 2018 and has held it in 29 quarters since. The position peaked at $2.83M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Independent Advisor Alliance held 22,000 shares of Fiserv Inc worth $1.23M as of Q1 2026.
  • Independent Advisor Alliance sold 626 Fiserv Inc shares in Q1 2026, an estimated $38.7K.
  • Fiserv Inc made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #728 holding.
  • Independent Advisor Alliance first reported a position in Fiserv Inc in Q3 2018 and has held it in 29 quarters since.
  • Independent Advisor Alliance's Fiserv Inc position peaked at $2.83M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.