JWA
FISV

JFS Wealth Advisors’s Fiserv Inc FISV Stock Holding History

JFS 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
Q2 		$30.3K Sell
618
-588
-49% -$32.9K ﹤0.01% 655
2026
Q1 		$67.3K Sell
1,206
-21
-2% -$1.3K ﹤0.01% 463
2025
Q4 		$82.4K Sell
1,227
-1,345
-52% -$113K ﹤0.01% 443
2025
Q3 		$332K Buy
2,572
+480
+23% +$68.8K 0.02% 267
2025
Q2 		$361K Buy
2,092
+737
+54% +$134K 0.02% 240
2025
Q1 		$299K Buy
1,355
+2
+0.1% +$438 0.02% 259
2024
Q4 		$278K Hold
1,353
– – 0.02% 257
2024
Q3 		$243K Buy
1,353
+5
+0.4% +$825 0.02% 267
2024
Q2 		$201K Sell
1,348
-3
-0.2% -$454 0.02% 244
2024
Q1 		$216K Sell
1,351
-10
-0.7% -$1.46K 0.02% 239
2023
Q4 		$181K Buy
1,361
+27
+2% +$3.31K 0.02% 245
2023
Q3 		$151K Buy
1,334
+1,146
+610% +$141K 0.01% 249
2023
Q2 		$23.7K Sell
188
-4
-2% -$471 ﹤0.01% 503
2023
Q1 		$21.7K Buy
192
+10
+5% +$1.1K ﹤0.01% 519
2022
Q4 		$18.4K Sell
182
-73
-29% -$7.27K ﹤0.01% 554
2022
Q3 		$24K Sell
255
-292
-53% -$29.8K ﹤0.01% 528
2022
Q2 		$49K Buy
547
+35
+7% +$3.4K 0.01% 398
2022
Q1 		$52K Buy
512
+6
+1% +$607 ﹤0.01% 416
2021
Q4 		$53K Buy
506
+117
+30% +$12.1K 0.01% 408
2021
Q3 		$42K Hold
389
– – ﹤0.01% 443
2021
Q2 		$42K Buy
389
+203
+109% +$23.6K 0.01% 289
2021
Q1 		$22K Buy
186
+17
+10% +$1.95K ﹤0.01% 324
2020
Q4 		$19K Buy
+169
New +$18.2K ﹤0.01% 337
2016
Q2 		– Sell
-18
Closed -$1K – 541
2016
Q1 		$1K Buy
+18
New +$854 ﹤0.01% 571

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

JFS Wealth Advisors's FISV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Fiserv Inc (FISV) stake by 49% in Q2 2026, selling an estimated $32.9K and leaving 618 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

JFS Wealth Advisors first reported a position in FISV in Q1 2016 and has held it in 24 quarters since. The position peaked at $361K in Q2 2025. 792 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • JFS Wealth Advisors held 618 shares of Fiserv Inc worth $30.3K as of Q2 2026.
  • JFS Wealth Advisors sold 588 Fiserv Inc shares in Q2 2026, an estimated $32.9K.
  • Fiserv Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #655 holding.
  • JFS Wealth Advisors first reported a position in Fiserv Inc in Q1 2016 and has held it in 24 quarters since.
  • JFS Wealth Advisors's Fiserv Inc position peaked at $361K in Q2 2025.
  • 792 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.