JNBA Financial Advisors’s Fiserv Inc FISV Stock Holding History

JNBA Financial 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	$54.6K	Hold	1,114	–	–	﹤0.01%	312
2026 Q1	$62.2K	Hold	1,114	–	–	0.01%	279
2025 Q4	$74.8K	Hold	1,114	–	–	0.01%	269
2025 Q3	$144K	Sell	1,114 -24	-2%	-$3.44K	0.01%	196
2025 Q2	$196K	Hold	1,138	–	–	0.02%	180
2025 Q1	$251K	Hold	1,138	–	–	0.03%	166
2024 Q4	$234K	Buy	1,138 +24	+2%	+$4.9K	0.02%	168
2024 Q3	$200K	Hold	1,114	–	–	0.02%	182
2024 Q2	$166K	Hold	1,114	–	–	0.02%	192
2024 Q1	$178K	Hold	1,114	–	–	0.02%	192
2023 Q4	$148K	Hold	1,114	–	–	0.02%	201
2023 Q3	$126K	Hold	1,114	–	–	0.02%	210
2023 Q2	$141K	Hold	1,114	–	–	0.02%	206
2023 Q1	$126K	Hold	1,114	–	–	0.02%	218
2022 Q4	$113K	Hold	1,114	–	–	0.02%	222
2022 Q3	$104K	Hold	1,114	–	–	0.02%	222
2022 Q2	$99K	Hold	1,114	–	–	0.02%	220
2022 Q1	$113K	Hold	1,114	–	–	0.02%	217
2021 Q4	$116K	Sell	1,114 -292	-21%	-$30.2K	0.01%	222
2021 Q3	$153K	Buy	1,406 +292	+26%	+$32.6K	0.02%	204
2021 Q2	$119K	Hold	1,114	–	–	0.02%	216
2021 Q1	$133K	Sell	1,114 -53	-5%	-$6.08K	0.02%	208
2020 Q4	$133K	Buy	1,167 +53	+5%	+$5.71K	0.02%	192
2020 Q3	$115K	Hold	1,114	–	–	0.02%	185
2020 Q2	$109K	Hold	1,114	–	–	0.02%	179
2020 Q1	$106K	Hold	1,114	–	–	0.03%	174
2019 Q4	$129K	Hold	1,114	–	–	0.02%	170
2019 Q3	$115K	Hold	1,114	–	–	0.02%	169
2019 Q2	$102K	Hold	1,114	–	–	0.02%	181
2019 Q1	$98K	Hold	1,114	–	–	0.02%	178
2018 Q4	$82K	Buy	+1,114	New	+$86.1K	0.02%	170
2018 Q3	–	Sell	-1,114	Closed	-$83K	–	561
2018 Q2	$83K	Hold	1,114	–	–	0.02%	188
2018 Q1	$79K	Hold	1,114	–	–	0.02%	187
2017 Q4	$73K	Hold	1,114	–	–	0.02%	193
2017 Q3	$72K	Hold	1,114	–	–	0.02%	187
2017 Q2	$68K	Hold	1,114	–	–	0.02%	184
2017 Q1	$64K	Sell	1,114 -186	-14%	-$10.4K	0.02%	185
2016 Q4	$69K	Sell	1,300 -48	-4%	-$2.47K	0.02%	182
2016 Q3	$67K	Buy	1,348 +48	+4%	+$2.52K	0.01%	464
2016 Q2	$71K	Hold	1,300	–	–	0.02%	178
2016 Q1	$67K	Hold	1,300	–	–	0.02%	171
2015 Q4	$59K	Hold	1,300	–	–	0.02%	179
2015 Q3	$56K	Hold	1,300	–	–	0.02%	173
2015 Q2	$54K	Hold	1,300	–	–	0.02%	177
2015 Q1	$52K	Sell	1,300 -200	-13%	-$7.63K	0.02%	186
2014 Q4	$53K	Hold	1,500	–	–	0.02%	186
2014 Q3	$48K	Hold	1,500	–	–	0.02%	193
2014 Q2	$45K	Hold	1,500	–	–	0.02%	186
2014 Q1	$43K	Hold	1,500	–	–	0.02%	180
2013 Q4	$44K	Hold	1,500	–	–	0.02%	171
2013 Q3	$38K	Hold	1,500	–	–	0.02%	169
2013 Q2	$33K	Buy	+1,500	New	+$32.9K	0.02%	168

Other funds holding FISV

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

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

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 $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

JNBA Financial Advisors's FISV Position: Q2 2026 in Review

JNBA Financial Advisors held its Fiserv Inc (FISV) position steady in Q2 2026 at 1,114 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

JNBA Financial Advisors first reported a position in FISV in Q2 2013 and has held it in 52 quarters since. The position peaked at $251K in Q1 2025. 802 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

JNBA Financial Advisors held 1,114 shares of Fiserv Inc worth $54.6K as of Q2 2026.
JNBA Financial Advisors left its Fiserv Inc share count unchanged in Q2 2026.
Fiserv Inc made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #312 holding.
JNBA Financial Advisors first reported a position in Fiserv Inc in Q2 2013 and has held it in 52 quarters since.
JNBA Financial Advisors's Fiserv Inc position peaked at $251K in Q1 2025.
802 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.