KA
FISV

Kovack Advisors’s Fiserv Inc FISV Stock Holding History

Kovack 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 		$596K Sell
11,772
-234
-2% -$13.1K 0.03% 568
2026
Q1 		$666K Sell
12,006
-79
-0.7% -$4.89K 0.04% 502
2025
Q4 		$812K Buy
12,085
+238
+2% +$19.9K 0.04% 442
2025
Q3 		$1.53M Sell
11,847
-20
-0.2% -$2.87K 0.14% 139
2025
Q2 		$2.05M Sell
11,867
-219
-2% -$39.7K 0.2% 97
2025
Q1 		$2.67M Sell
12,086
-25
-0.2% -$5.47K 0.28% 74
2024
Q4 		$2.49M Buy
12,111
+44
+0.4% +$8.98K 0.24% 76
2024
Q3 		$2.17M Hold
12,067
– – 0.23% 87
2024
Q2 		$1.8M Hold
12,067
– – 0.2% 107
2024
Q1 		$1.93M Buy
12,067
+402
+3% +$58.5K 0.23% 94
2023
Q4 		$1.55M Hold
11,665
– – 0.18% 117
2023
Q3 		$1.32M Hold
11,665
– – 0.18% 119
2023
Q2 		$1.47M Hold
11,665
– – 0.19% 105
2023
Q1 		$1.32M Sell
11,665
-305
-3% -$33.6K 0.18% 130
2022
Q4 		$1.21M Sell
11,970
-16
-0.1% -$1.59K 0.18% 127
2022
Q3 		$1.12M Buy
11,986
+9,234
+336% +$941K 0.16% 138
2022
Q2 		$245K Sell
2,752
-1,580
-36% -$153K 0.03% 507
2022
Q1 		$439K Buy
4,332
+24
+0.6% +$2.43K 0.05% 425
2021
Q4 		$447K Buy
4,308
+661
+18% +$68.3K 0.04% 411
2021
Q3 		$396K Buy
3,647
+543
+17% +$60.7K 0.04% 432
2021
Q2 		$332K Buy
3,104
+117
+4% +$13.6K 0.04% 475
2021
Q1 		$356K Buy
2,987
+223
+8% +$25.6K 0.05% 397
2020
Q4 		$315K Sell
2,764
-278
-9% -$30K 0.05% 391
2020
Q3 		$313K Sell
3,042
-78
-3% -$7.77K 0.06% 324
2020
Q2 		$305K Buy
3,120
+1,008
+48% +$102K 0.06% 320
2020
Q1 		$201K Sell
2,112
-104
-5% -$11.6K 0.05% 374
2019
Q4 		$256K Buy
+2,216
New +$245K 0.05% 394
2016
Q2 		– Sell
-4,386
Closed -$225K – 279
2016
Q1 		$225K Buy
+4,386
New +$208K 0.14% 189

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Kovack Advisors's FISV Position: Q2 2026 in Review

Kovack Advisors reduced its Fiserv Inc (FISV) stake by 1.9% in Q2 2026, selling an estimated $13.1K and leaving 11,772 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #568.

Kovack Advisors first reported a position in FISV in Q1 2016 and has held it in 28 quarters since. The position peaked at $2.67M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Kovack Advisors held 11,772 shares of Fiserv Inc worth $596K as of Q2 2026.
  • Kovack Advisors sold 234 Fiserv Inc shares in Q2 2026, an estimated $13.1K.
  • Fiserv Inc made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #568 holding.
  • Kovack Advisors first reported a position in Fiserv Inc in Q1 2016 and has held it in 28 quarters since.
  • Kovack Advisors's Fiserv Inc position peaked at $2.67M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.