MA
FISV

Mutual Advisors’s Fiserv Inc FISV Stock Holding History

Mutual 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 		$382K Sell
7,797
-1,533
-16% -$85.7K 0.01% 1082
2026
Q1 		$521K Buy
9,330
+2,573
+38% +$159K 0.01% 871
2025
Q4 		$454K Sell
6,757
-8,912
-57% -$746K 0.01% 923
2025
Q3 		$1.94M Buy
15,669
+8,834
+129% +$1.27M 0.04% 369
2025
Q2 		$971K Buy
6,835
+1,129
+20% +$205K 0.02% 529
2025
Q1 		$1.01M Sell
5,706
-96
-2% -$21K 0.03% 443
2024
Q4 		$1.2M Buy
5,802
+295
+5% +$60.2K 0.03% 423
2024
Q3 		$1.12M Buy
5,507
+290
+6% +$47.8K 0.03% 449
2024
Q2 		$849K Buy
5,217
+28
+0.5% +$4.24K 0.03% 538
2024
Q1 		$829K Buy
5,189
+88
+2% +$12.8K 0.03% 538
2023
Q4 		$678K Buy
5,101
+198
+4% +$24.3K 0.02% 568
2023
Q3 		$554K Sell
4,903
-1,008
-17% -$124K 0.02% 593
2023
Q2 		$746K Buy
5,911
+20
+0.3% +$2.35K 0.03% 524
2023
Q1 		$666K Sell
5,891
-539
-8% -$59.3K 0.03% 544
2022
Q4 		$650K Buy
6,430
+131
+2% +$13K 0.03% 522
2022
Q3 		$589K Buy
6,299
+673
+12% +$68.6K 0.03% 517
2022
Q2 		$501K Buy
5,626
+1,077
+24% +$104K 0.03% 537
2022
Q1 		$461K Sell
4,549
-798
-15% -$80.8K 0.03% 593
2021
Q4 		$555K Buy
5,347
+801
+18% +$82.8K 0.03% 549
2021
Q3 		$493K Buy
4,546
+62
+1% +$6.93K 0.03% 542
2021
Q2 		$479K Buy
4,484
+373
+9% +$43.4K 0.03% 534
2021
Q1 		$489K Sell
4,111
-61
-1% -$7K 0.03% 486
2020
Q4 		$475K Buy
4,172
+60
+1% +$6.47K 0.04% 474
2020
Q3 		$424K Buy
4,112
+91
+2% +$9.06K 0.04% 455
2020
Q2 		$393K Buy
4,021
+115
+3% +$11.6K 0.04% 442
2020
Q1 		$371K Buy
3,906
+104
+3% +$11.6K 0.05% 353
2019
Q4 		$440K Buy
+3,802
New +$420K 0.05% 372

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

Mutual Advisors's FISV Position: Q2 2026 in Review

Mutual Advisors reduced its Fiserv Inc (FISV) stake by 16% in Q2 2026, selling an estimated $85.7K and leaving 7,797 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #1082.

Mutual Advisors first reported a position in FISV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.94M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Mutual Advisors held 7,797 shares of Fiserv Inc worth $382K as of Q2 2026.
  • Mutual Advisors sold 1,533 Fiserv Inc shares in Q2 2026, an estimated $85.7K.
  • Fiserv Inc made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1082 holding.
  • Mutual Advisors first reported a position in Fiserv Inc in Q4 2019 and has held it in 27 quarters since.
  • Mutual Advisors's Fiserv Inc position peaked at $1.94M in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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