IF
FISV

Intrua Financial’s Fiserv Inc FISV Stock Holding History

Intrua Financial’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 		– Sell
-3,091
Closed -$208K – 472
2025
Q4 		$208K Sell
3,091
-60
-2% -$5.02K 0.02% 444
2025
Q3 		$406K Buy
3,151
+1,775
+129% +$254K 0.04% 299
2025
Q2 		$237K Hold
1,376
– – 0.03% 334
2025
Q1 		$304K Hold
1,376
– – 0.04% 277
2024
Q4 		$283K Sell
1,376
-335
-20% -$68.4K 0.04% 280
2024
Q3 		$307K Buy
+1,711
New +$282K 0.05% 304
2024
Q2 		– Sell
-1,351
Closed -$216K – 409
2024
Q1 		$216K Buy
+1,351
New +$197K 0.03% 386

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $1.89T AUM 35.08% 1-Year Est. Return

Intrua Financial's FISV Position: Q1 2026 in Review

Intrua Financial sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,091 shares — an estimated $208K sold.

Intrua Financial first reported a position in FISV in Q1 2024 and held it in 7 quarters. The position peaked at $406K in Q3 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Intrua Financial reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Intrua Financial sold 3,091 Fiserv Inc shares in Q1 2026, an estimated $208K.
  • Intrua Financial first reported a position in Fiserv Inc in Q1 2024 and held it in 7 quarters.
  • Intrua Financial's Fiserv Inc position peaked at $406K in Q3 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.