IAAG
FISV

Innovative Asset Advisors Group’s Fiserv Inc FISV Stock Holding History

Innovative Asset Advisors Group’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
Q2 		– Sell
-716
Closed -$40K – 547
2026
Q1 		$40K Buy
+716
New +$44.3K 0.02% 350

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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Innovative Asset Advisors Group's FISV Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 716 shares — an estimated $40K sold.

Innovative Asset Advisors Group first reported a position in FISV in Q1 2026 and held it in 1 quarter. The position peaked at $40K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 716 Fiserv Inc shares in Q2 2026, an estimated $40K.
  • Innovative Asset Advisors Group first reported a position in Fiserv Inc in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Fiserv Inc position peaked at $40K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.