LFAS
FISV

Level Four Advisory Services’s Fiserv Inc FISV Stock Holding History

Level Four Advisory Services’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 		$200K Sell
4,086
-1,795
-31% -$100K 0.01% 903
2026
Q1 		$328K Sell
5,881
-6,878
-54% -$426K 0.01% 690
2025
Q4 		$857K Buy
12,759
+1,795
+16% +$150K 0.03% 440
2025
Q3 		$1.41M Buy
10,964
+3,554
+48% +$509K 0.05% 330
2025
Q2 		$1.28M Buy
7,410
+264
+4% +$47.9K 0.05% 338
2025
Q1 		$1.58M Sell
7,146
-2,692
-27% -$589K 0.06% 278
2024
Q4 		$2.02M Buy
9,838
+377
+4% +$77K 0.08% 240
2024
Q3 		$1.87M Buy
9,461
+200
+2% +$33K 0.08% 246
2024
Q2 		$1.38M Buy
9,261
+2,752
+42% +$417K 0.06% 277
2024
Q1 		$865K Hold
6,509
– – 0.05% 328
2023
Q4 		$865K Buy
6,509
+1,597
+33% +$196K 0.05% 324
2023
Q3 		$555K Buy
4,912
+1,635
+50% +$201K 0.04% 415
2023
Q2 		$413K Sell
3,277
-850
-21% -$100K 0.02% 536
2023
Q1 		$466K Buy
+4,127
New +$454K 0.03% 436
2021
Q3 		– Sell
-2,546
Closed -$272K – 525
2021
Q2 		$272K Sell
2,546
-747
-23% -$86.8K 0.02% 556
2021
Q1 		$392K Sell
3,293
-509
-13% -$58.4K 0.03% 433
2020
Q4 		$433K Buy
3,802
+90
+2% +$9.7K 0.03% 391
2020
Q3 		$383K Sell
3,712
-1,749
-32% -$174K 0.03% 393
2020
Q2 		$536K Buy
5,461
+829
+18% +$83.5K 0.04% 357
2020
Q1 		$438K Buy
4,632
+111
+2% +$12.3K 0.05% 326
2019
Q4 		$525K Buy
4,521
+310
+7% +$34.2K 0.02% 369
2019
Q3 		$436K Buy
+4,211
New +$430K 0.05% 343
2019
Q1 		– Sell
-2,766
Closed -$203K – 525
2018
Q4 		$203K Sell
2,766
-1,382
-33% -$107K 0.03% 480
2018
Q3 		$342K Sell
4,148
-3
-0.1% -$235 0.04% 434
2018
Q2 		$308K Buy
+4,151
New +$301K 0.02% 472

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

Level Four Advisory Services's FISV Position: Q2 2026 in Review

Level Four Advisory Services reduced its Fiserv Inc (FISV) stake by 31% in Q2 2026, selling an estimated $100K and leaving 4,086 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #903.

Level Four Advisory Services first reported a position in FISV in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.02M in Q4 2024. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Level Four Advisory Services held 4,086 shares of Fiserv Inc worth $200K as of Q2 2026.
  • Level Four Advisory Services sold 1,795 Fiserv Inc shares in Q2 2026, an estimated $100K.
  • Fiserv Inc made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #903 holding.
  • Level Four Advisory Services first reported a position in Fiserv Inc in Q2 2018 and has held it in 25 quarters since.
  • Level Four Advisory Services's Fiserv Inc position peaked at $2.02M in Q4 2024.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.