Loring Wolcott & Coolidge Fiduciary Advisors’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $113M | Sell |
2,302,492
-194,013
| -8% | -$10.8M | 1.1% | 27 |
|
|
2026
Q1 | $140M | Sell |
2,496,505
-135,900
| -5% | -$8.41M | 1.4% | 21 |
|
|
2025
Q4 | $175M | Sell |
2,632,405
-288,928
| -10% | -$24.2M | 1.58% | 19 |
|
|
2025
Q3 | $362M | Buy |
2,921,333
+109,427
| +4% | +$15.7M | 3.18% | 9 |
|
|
2025
Q2 | $485M | Buy |
2,811,906
+35,524
| +1% | +$6.44M | 4.28% | 6 |
|
|
2025
Q1 | $603M | Sell |
2,776,382
-52,849
| -2% | -$11.6M | 5.87% | 3 |
|
|
2024
Q4 | $603M | Sell |
2,829,231
-34,270
| -1% | -$7M | 5.19% | 3 |
|
|
2024
Q3 | $582M | Sell |
2,863,501
-40,964
| -1% | -$6.76M | 5.2% | 3 |
|
|
2024
Q2 | $456M | Sell |
2,904,465
-5,761
| -0.2% | -$872K | 4.2% | 5 |
|
|
2024
Q1 | $433M | Sell |
2,910,226
-70,556
| -2% | -$10.3M | 4.3% | 5 |
|
|
2023
Q4 | $423M | Sell |
2,980,782
-32,002
| -1% | -$3.93M | 4.19% | 5 |
|
|
2023
Q3 | $355M | Sell |
3,012,784
-4,390
| -0.1% | -$541K | 3.97% | 5 |
|
|
2023
Q2 | $381M | Buy |
3,017,174
+13,733
| +0.5% | +$1.62M | 4.07% | 6 |
|
|
2023
Q1 | $339M | Sell |
3,003,441
-6,988
| -0.2% | -$769K | 3.89% | 6 |
|
|
2022
Q4 | $304M | Buy |
3,010,429
+27,067
| +0.9% | +$2.7M | 3.76% | 7 |
|
|
2022
Q3 | $279M | Buy |
2,983,362
+4,965
| +0.2% | +$506K | 3.63% | 7 |
|
|
2022
Q2 | $265M | Sell |
2,978,397
-37,957
| -1% | -$3.68M | 3.26% | 9 |
|
|
2022
Q1 | $306M | Sell |
3,016,354
-52,174
| -2% | -$5.28M | 3.14% | 9 |
|
|
2021
Q4 | $318M | Sell |
3,068,528
-40,168
| -1% | -$4.15M | 2.92% | 11 |
|
|
2021
Q3 | $337M | Buy |
3,108,696
+47,816
| +2% | +$5.34M | 3.34% | 9 |
|
|
2021
Q2 | $327M | Sell |
3,060,880
-5,706
| -0.2% | -$663K | 3.31% | 8 |
|
|
2021
Q1 | $365M | Sell |
3,066,586
-11,090
| -0.4% | -$1.27M | 4.04% | 5 |
|
|
2020
Q4 | $350M | Buy |
3,077,676
+38,600
| +1% | +$4.16M | 3.92% | 6 |
|
|
2020
Q3 | $313M | Buy |
3,039,076
+170,138
| +6% | +$16.9M | 3.93% | 6 |
|
|
2020
Q2 | $280M | Buy |
2,868,938
+47,613
| +2% | +$4.79M | 3.86% | 6 |
|
|
2020
Q1 | $268M | Buy |
2,821,325
+60,034
| +2% | +$6.67M | 4.49% | 4 |
|
|
2019
Q4 | $319M | Buy |
2,761,291
+33,123
| +1% | +$3.66M | 4.31% | 4 |
|
|
2019
Q3 | $283M | Buy |
2,728,168
+2,502
| +0.1% | +$255K | 4.1% | 4 |
|
|
2019
Q2 | $248M | Sell |
2,725,666
-23,712
| -0.9% | -$2.08M | 3.62% | 8 |
|
|
2019
Q1 | $243M | Sell |
2,749,378
-52,778
| -2% | -$4.35M | 3.69% | 6 |
|
|
2018
Q4 | $206M | Sell |
2,802,156
-30,735
| -1% | -$2.38M | 3.73% | 4 |
|
|
2018
Q3 | $233M | Sell |
2,832,891
-34,024
| -1% | -$2.67M | 3.7% | 4 |
|
|
2018
Q2 | $212M | Sell |
2,866,915
-71,102
| -2% | -$5.16M | 3.69% | 5 |
|
|
2018
Q1 | $210M | Sell |
2,938,017
-49,689
| -2% | -$3.49M | 3.81% | 2 |
|
|
2017
Q4 | $196M | Sell |
2,987,706
-23,402
| -0.8% | -$1.51M | 3.6% | 4 |
|
|
2017
Q3 | $194M | Sell |
3,011,108
-6,430
| -0.2% | -$399K | 3.75% | 2 |
|
|
2017
Q2 | $194M | Sell |
3,017,538
-106,828
| -3% | -$6.46M | 3.85% | 2 |
|
|
2017
Q1 | $180M | Sell |
3,124,366
-35,086
| -1% | -$1.97M | 3.76% | 3 |
|
|
2016
Q4 | $168M | Sell |
3,159,452
-46,014
| -1% | -$2.36M | 3.74% | 3 |
|
|
2016
Q3 | $159M | Sell |
3,205,466
-93,998
| -3% | -$4.93M | 3.65% | 3 |
|
|
2016
Q2 | $179M | Sell |
3,299,464
-199,248
| -6% | -$10.3M | 4.12% | 3 |
|
|
2016
Q1 | $179M | Sell |
3,498,712
-76,446
| -2% | -$3.63M | 4.23% | 3 |
|
|
2015
Q4 | $163M | Sell |
3,575,158
-59,460
| -2% | -$2.79M | 4.05% | 3 |
|
|
2015
Q3 | $151M | Hold |
3,634,618
| – | – | 3.84% | 3 |
|
|
2015
Q2 | $151M | Sell |
3,634,618
-64,842
| -2% | -$2.61M | 3.84% | 3 |
|
|
2015
Q1 | $147M | Sell |
3,699,460
-41,914
| -1% | -$1.6M | 3.7% | 3 |
|
|
2014
Q4 | $133M | Sell |
3,741,374
-17,202
| -0.5% | -$589K | 3.4% | 4 |
|
|
2014
Q3 | $121M | Sell |
3,758,576
-2,582
| -0.1% | -$81.6K | 3.29% | 6 |
|
|
2014
Q2 | $113M | Sell |
3,761,158
-20,528
| -0.5% | -$609K | 3.07% | 6 |
|
|
2014
Q1 | $107M | Sell |
3,781,686
-44,820
| -1% | -$1.28M | 2.93% | 7 |
|
|
2013
Q4 | $113M | Sell |
3,826,506
-13,166
| -0.3% | -$355K | 3.12% | 6 |
|
|
2013
Q3 | $97M | Sell |
3,839,672
-7,180
| -0.2% | -$174K | 2.96% | 6 |
|
|
2013
Q2 | $84.1M | Buy |
+3,846,852
| New | +$84.4M | 2.63% | 11 |
|
Other funds holding FISV
CB
Loring Wolcott & Coolidge Fiduciary Advisors's FISV Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors reduced its Fiserv Inc (FISV) stake by 7.8% in Q2 2026, selling an estimated $10.8M and leaving 2,302,492 shares worth $113M. The position accounts for 1.1% of the portfolio, ranked #27.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FISV in Q2 2013 and has held it in 53 quarters since. The position peaked at $603M in Q4 2024. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 2,302,492 shares of Fiserv Inc worth $113M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 194,013 Fiserv Inc shares in Q2 2026, an estimated $10.8M.
- Fiserv Inc made up 1.1% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #27 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Fiserv Inc in Q2 2013 and has held it in 53 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's Fiserv Inc position peaked at $603M in Q4 2024.
- 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.