Invera Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Invera Wealth Advisors’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	-3,212	Closed	-$216K	–	100
2025 Q4	$216K	Sell	3,212 -8,668	-73%	-$726K	0.14%	87
2025 Q3	$1.53M	Buy	11,880 +97	+0.8%	+$13.9K	0.94%	32
2025 Q2	$2.03M	Buy	11,783 +25	+0.2%	+$4.53K	1.32%	25
2025 Q1	$2.6M	Buy	+11,758	New	+$2.57M	1.68%	18
2024 Q1	–	Sell	-22,029	Closed	-$2.93M	–	72
2023 Q4	$2.93M	Buy	+22,029	New	+$2.7M	1.83%	21

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invera Wealth Advisors's FISV Position: Q1 2026 in Review

Invera Wealth Advisors sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,212 shares — an estimated $216K sold.

Invera Wealth Advisors first reported a position in FISV in Q4 2023 and held it in 5 quarters. The position peaked at $2.93M in Q4 2023. 1,253 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Invera Wealth Advisors reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Invera Wealth Advisors sold 3,212 Fiserv Inc shares in Q1 2026, an estimated $216K.
Invera Wealth Advisors first reported a position in Fiserv Inc in Q4 2023 and held it in 5 quarters.
Invera Wealth Advisors's Fiserv Inc position peaked at $2.93M in Q4 2023.
1,253 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.