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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
2021
Q1 		– Sell
-4
Closed -$4K – 611
2020
Q4 		$4K Buy
+4
New +$431 ﹤0.01% 558

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

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. 1,154 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.
  • 1,154 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.