Intelligence Driven Advisers’s Fiserv Inc FISV Stock Holding History

Intelligence Driven Advisers’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 Q3	$296K	Buy	6,553 +250	+4%	+$12.8K	0.05%	106
2026 Q2	$309K	Sell	6,303 -1,371	-18%	-$76.6K	0.05%	105
2026 Q1	$428K	Sell	7,674 -1	-0%	-$62	0.07%	71
2025 Q4	$516K	Sell	7,675 -1	-0%	-$84	0.07%	73
2025 Q3	$990K	Hold	7,676	–	–	0.14%	48
2025 Q2	$1.32M	Sell	7,676 -60	-0.8%	-$10.9K	0.2%	42
2025 Q1	$1.71M	Sell	7,736 -37	-0.5%	-$8.1K	0.33%	27
2024 Q4	$1.6M	Sell	7,773 -20	-0.3%	-$4.08K	0.3%	31
2024 Q3	$1.4M	Buy	7,793 +112	+1%	+$18.5K	0.2%	35
2024 Q2	$1.14M	Buy	7,681 +16	+0.2%	+$2.42K	0.16%	39
2024 Q1	$1.23M	Sell	7,665 -1,000	-12%	-$146K	0.18%	37
2023 Q4	$1.23M	Hold	8,665	–	–	0.2%	31
2023 Q3	$979K	Hold	8,665	–	–	0.17%	34
2023 Q2	$1.09M	Hold	8,665	–	–	0.19%	40
2023 Q1	$973K	Hold	8,665	–	–	0.18%	42
2022 Q4	$885K	Hold	8,665	–	–	0.16%	44
2022 Q3	$859K	Sell	8,665 -7	-0.1%	-$713	0.17%	62
2022 Q2	$814K	Buy	8,672 +7	+0.1%	+$679	0.16%	62
2022 Q1	$873K	Hold	8,665	–	–	0.16%	55
2021 Q4	$876K	Buy	+8,665	New	+$896K	0.16%	50
2021 Q1	–	Sell	-9,727	Closed	-$1.11M	–	78
2020 Q4	$1.11M	Sell	9,727 -1,376	-12%	-$148K	0.25%	42
2020 Q3	$1.14M	Sell	11,103 -277	-2%	-$27.6K	0.27%	33
2020 Q2	$1.11M	Sell	11,380 -122	-1%	-$12.3K	0.39%	41
2020 Q1	$1.09M	Sell	11,502 -223	-2%	-$24.8K	0.51%	38
2019 Q4	$1.36M	Sell	11,725 -991	-8%	-$109K	0.62%	33
2019 Q3	$1.32M	Buy	12,716 +1,022	+9%	+$104K	0.62%	32
2019 Q2	$1.07M	Hold	11,694	–	–	0.51%	36
2019 Q1	$1.03M	Sell	11,694 -39	-0.3%	-$3.22K	0.56%	33
2018 Q4	$862K	Buy	+11,733	New	+$907K	0.55%	38

Other funds holding FISV

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Intelligence Driven Advisers's FISV Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Fiserv Inc (FISV) stake by 4% in Q3 2026, buying an estimated $12.8K and bringing the position to 6,553 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #106.

Intelligence Driven Advisers first reported a position in FISV in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.71M in Q1 2025. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

Intelligence Driven Advisers held 6,553 shares of Fiserv Inc worth $296K as of Q3 2026.
Intelligence Driven Advisers bought 250 Fiserv Inc shares in Q3 2026, an estimated $12.8K.
Fiserv Inc made up 0.05% of Intelligence Driven Advisers's portfolio in Q3 2026, its #106 holding.
Intelligence Driven Advisers first reported a position in Fiserv Inc in Q4 2018 and has held it in 29 quarters since.
Intelligence Driven Advisers's Fiserv Inc position peaked at $1.71M in Q1 2025.
48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.