JWCA
FISV

J.W. Cole Advisors’s Fiserv Inc FISV Stock Holding History

J.W. Cole 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
Q2 		$242K Buy
+4,929
New +$275K ﹤0.01% 1394
2026
Q1 		– Sell
-6,026
Closed -$348K – 988
2025
Q4 		$348K Sell
6,026
-843
-12% -$70.6K 0.01% 1040
2025
Q3 		$886K Sell
6,869
-214
-3% -$30.7K 0.02% 761
2025
Q2 		$1.22M Buy
7,083
+763
+12% +$138K 0.03% 599
2025
Q1 		$1.4M Buy
6,320
+3,370
+114% +$738K 0.04% 423
2024
Q4 		$606K Buy
2,950
+264
+10% +$53.9K 0.02% 548
2024
Q3 		$483K Buy
2,686
+419
+18% +$69.1K 0.02% 607
2024
Q2 		$338K Buy
2,267
+318
+16% +$48.1K 0.02% 666
2024
Q1 		$311K Buy
1,949
+348
+22% +$50.7K 0.02% 678
2023
Q4 		$213K Buy
+1,601
New +$196K 0.01% 743
2020
Q4 		– Sell
-8,279
Closed -$853K – 712
2020
Q3 		$853K Buy
+8,279
New +$825K 0.07% 286

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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

J.W. Cole Advisors's FISV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Fiserv Inc (FISV) in Q2 2026: 4,929 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in FISV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in FISV in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.4M in Q1 2025. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • J.W. Cole Advisors held 4,929 shares of Fiserv Inc worth $242K as of Q2 2026.
  • Fiserv Inc was a new J.W. Cole Advisors position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1394 holding.
  • J.W. Cole Advisors first reported a position in Fiserv Inc in Q3 2020 and has held it in 11 quarters since.
  • J.W. Cole Advisors's Fiserv Inc position peaked at $1.4M in Q1 2025.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.