OneDigital Investment Advisors’s Fiserv Inc FISV Stock Holding History

OneDigital 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	$207K	Sell	4,229 -5,723	-58%	-$320K	﹤0.01%	1496
2026 Q1	$555K	Buy	9,952 +1,744	+21%	+$108K	0.01%	900
2025 Q4	$551K	Sell	8,208 -30,260	-79%	-$2.53M	0.01%	906
2025 Q3	$4.96M	Sell	38,468 -3,965	-9%	-$568K	0.05%	253
2025 Q2	$7.32M	Sell	42,433 -609	-1%	-$110K	0.08%	193
2025 Q1	$9.5M	Buy	43,042 +14,458	+51%	+$3.17M	0.11%	156
2024 Q4	$5.87M	Buy	28,584 +1,860	+7%	+$380K	0.07%	214
2024 Q3	$4.8M	Sell	26,724 -2,142	-7%	-$353K	0.05%	254
2024 Q2	$4.3M	Sell	28,866 -32,452	-53%	-$4.91M	0.05%	259
2024 Q1	$9.8M	Buy	61,318 +9,079	+17%	+$1.32M	0.15%	127
2023 Q4	$6.94M	Buy	52,239 +13,532	+35%	+$1.66M	0.12%	152
2023 Q3	$4.37M	Buy	38,707 +10,332	+36%	+$1.27M	0.09%	169
2023 Q2	$3.58M	Buy	28,375 +7,460	+36%	+$878K	0.08%	187
2023 Q1	$2.36M	Buy	20,915 +3,832	+22%	+$422K	0.06%	247
2022 Q4	$1.73M	Buy	17,083 +8,192	+92%	+$816K	0.05%	274
2022 Q3	$832K	Buy	+8,891	New	+$906K	0.03%	336

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

OneDigital Investment Advisors's FISV Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Fiserv Inc (FISV) stake by 58% in Q2 2026, selling an estimated $320K and leaving 4,229 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

OneDigital Investment Advisors first reported a position in FISV in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.8M in Q1 2024. 793 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

OneDigital Investment Advisors held 4,229 shares of Fiserv Inc worth $207K as of Q2 2026.
OneDigital Investment Advisors sold 5,723 Fiserv Inc shares in Q2 2026, an estimated $320K.
Fiserv Inc made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1496 holding.
OneDigital Investment Advisors first reported a position in Fiserv Inc in Q3 2022 and has held it in 16 quarters since.
OneDigital Investment Advisors's Fiserv Inc position peaked at $9.8M in Q1 2024.
793 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.