Investment Research & Advisory Group’s Fiserv Inc FISV Stock Holding History

Investment Research & Advisory 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	$2.89K	Buy	+29	New	+$1.62K	﹤0.01%	277
2025 Q4	–	Sell	-21,392	Closed	-$2.76M	–	278
2025 Q3	$2.76M	Buy	21,392 +1,810	+9%	+$259K	0.94%	31
2025 Q2	$3.38M	Sell	19,582 -478	-2%	-$86.7K	1.26%	24
2025 Q1	$4.43M	Buy	20,060 +102	+0.5%	+$22.3K	1.85%	14
2024 Q4	$4.1M	Buy	19,958 +89	+0.4%	+$18.2K	1.7%	15
2024 Q3	$3.57M	Buy	19,869 +211	+1%	+$34.8K	1.51%	21
2024 Q2	$2.93M	Buy	19,658 +441	+2%	+$66.8K	1.3%	22
2024 Q1	$3.07M	Buy	19,217 +1,484	+8%	+$216K	1.41%	21
2023 Q4	$2.36M	Sell	17,733 -321	-2%	-$39.4K	1.2%	25
2023 Q3	$2.04M	Buy	18,054 +451	+3%	+$55.5K	1.16%	27
2023 Q2	$2.22M	Sell	17,603 -89	-0.5%	-$10.5K	1.29%	26
2023 Q1	$2M	Buy	+17,692	New	+$1.95M	1.28%	26

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Investment Research & Advisory Group's FISV Position: Q2 2026 in Review

Investment Research & Advisory Group opened a new position in Fiserv Inc (FISV) in Q2 2026: 29 shares worth $2.89K. The stake represents ﹤0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Investment Research & Advisory Group previously reported a position in FISV as recently as Q3 2025.

Investment Research & Advisory Group first reported a position in FISV in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.43M in Q1 2025. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Investment Research & Advisory Group held 29 shares of Fiserv Inc worth $2.89K as of Q2 2026.
Fiserv Inc was a new Investment Research & Advisory Group position in Q2 2026.
Fiserv Inc made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #277 holding.
Investment Research & Advisory Group first reported a position in Fiserv Inc in Q1 2023 and has held it in 12 quarters since.
Investment Research & Advisory Group's Fiserv Inc position peaked at $4.43M in Q1 2025.
1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.