MGIA
FISV

Moneta Group Investment Advisors’s Fiserv Inc FISV Stock Holding History

Moneta Group Investment 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 		$240K Sell
4,887
-384
-7% -$21.5K ﹤0.01% 769
2026
Q1 		$294K Sell
5,271
-30
-0.6% -$1.86K ﹤0.01% 631
2025
Q4 		$356K Sell
5,301
-3,591
-40% -$301K ﹤0.01% 591
2025
Q3 		$1.15M Buy
8,892
+191
+2% +$27.4K 0.01% 332
2025
Q2 		$1.5M Buy
8,701
+96
+1% +$17.4K 0.02% 254
2025
Q1 		$1.9M Sell
8,605
-182
-2% -$39.8K 0.03% 215
2024
Q4 		$1.81M Buy
8,787
+6
+0.1% +$1.23K 0.03% 222
2024
Q3 		$1.58M Buy
8,781
+398
+5% +$65.6K 0.02% 224
2024
Q2 		$1.25M Buy
8,383
+284
+4% +$43K 0.02% 242
2024
Q1 		$1.29M Buy
8,099
+1,299
+19% +$189K 0.02% 234
2023
Q4 		$903K Sell
6,800
-139
-2% -$17.1K 0.02% 253
2023
Q3 		$784K Sell
6,939
-197
-3% -$24.3K 0.02% 253
2023
Q2 		$900K Buy
7,136
+2,292
+47% +$270K 0.02% 236
2023
Q1 		$548K Buy
4,844
+1,019
+27% +$112K 0.01% 306
2022
Q4 		$408K Buy
3,825
+448
+13% +$44.6K 0.01% 320
2022
Q3 		$316K Sell
3,377
-624
-16% -$63.6K 0.01% 344
2022
Q2 		$356K Buy
4,001
+589
+17% +$57.1K 0.01% 354
2022
Q1 		$346K Sell
3,412
-413
-11% -$41.8K 0.01% 339
2021
Q4 		$397K Sell
3,825
-28
-0.7% -$2.9K 0.02% 330
2021
Q3 		$418K Sell
3,853
-787
-17% -$87.9K 0.02% 306
2021
Q2 		$496K Buy
4,640
+641
+16% +$74.5K 0.02% 286
2021
Q1 		$476K Buy
3,999
+705
+21% +$80.9K 0.03% 268
2020
Q4 		$375K Buy
3,294
+276
+9% +$29.7K 0.03% 227
2020
Q3 		$311K Sell
3,018
-1,827
-38% -$182K 0.03% 217
2020
Q2 		$473K Buy
4,845
+308
+7% +$31K 0.04% 167
2020
Q1 		$431K Buy
4,537
+1,951
+75% +$217K 0.04% 161
2019
Q4 		$299K Buy
2,586
+250
+11% +$27.6K 0.03% 205
2019
Q3 		$242K Buy
+2,336
New +$238K 0.02% 224
2018
Q2 		– Sell
-100
Closed -$7K – 468
2018
Q1 		$7K Buy
100
+94
+1,567% +$6.61K ﹤0.01% 489
2017
Q4 		$0 Buy
+6
New +$387 ﹤0.01% 494

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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Moneta Group Investment Advisors's FISV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Fiserv Inc (FISV) stake by 7.3% in Q2 2026, selling an estimated $21.5K and leaving 4,887 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Moneta Group Investment Advisors first reported a position in FISV in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.9M in Q1 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Moneta Group Investment Advisors held 4,887 shares of Fiserv Inc worth $240K as of Q2 2026.
  • Moneta Group Investment Advisors sold 384 Fiserv Inc shares in Q2 2026, an estimated $21.5K.
  • Fiserv Inc made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #769 holding.
  • Moneta Group Investment Advisors first reported a position in Fiserv Inc in Q4 2017 and has held it in 30 quarters since.
  • Moneta Group Investment Advisors's Fiserv Inc position peaked at $1.9M in Q1 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.