MCA
FISV

Magnolia Capital Advisors’s Fiserv Inc FISV Stock Holding History

Magnolia Capital 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
Q1 		– Sell
-5,452
Closed -$366K – 285
2025
Q4 		$366K Buy
5,452
+502
+10% +$42K 0.08% 213
2025
Q3 		$638K Buy
4,950
+511
+12% +$73.2K 0.17% 136
2025
Q2 		$765K Sell
4,439
-138
-3% -$25K 0.19% 125
2025
Q1 		$1.01M Sell
4,577
-1,017
-18% -$223K 0.27% 96
2024
Q4 		$1.15M Buy
5,594
+1,014
+22% +$207K 0.3% 88
2024
Q3 		$823K Sell
4,580
-99
-2% -$16.3K 0.41% 70
2024
Q2 		$697K Buy
+4,679
New +$708K 0.39% 70
2023
Q3 		– Sell
-6,367
Closed -$803K – 95
2023
Q2 		$803K Sell
6,367
-4
-0.1% -$471 0.4% 64
2023
Q1 		$720K Sell
6,371
-20
-0.3% -$2.2K 0.37% 69
2022
Q4 		$646K Buy
6,391
+4,239
+197% +$422K 0.43% 67
2022
Q3 		$201K Buy
+2,152
New +$219K 0.17% 118

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Magnolia Capital Advisors's FISV Position: Q1 2026 in Review

Magnolia Capital Advisors sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 5,452 shares — an estimated $366K sold.

Magnolia Capital Advisors first reported a position in FISV in Q3 2022 and held it in 11 quarters. The position peaked at $1.15M in Q4 2024. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Magnolia Capital Advisors reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Magnolia Capital Advisors sold 5,452 Fiserv Inc shares in Q1 2026, an estimated $366K.
  • Magnolia Capital Advisors first reported a position in Fiserv Inc in Q3 2022 and held it in 11 quarters.
  • Magnolia Capital Advisors's Fiserv Inc position peaked at $1.15M in Q4 2024.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.