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
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 $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 $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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.