OA
FISV

Operose Advisors’s Fiserv Inc FISV Stock Holding History

Operose 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 		$374K Buy
7,635
+641
+9% +$35.8K 0.07% 116
2026
Q1 		$390K Sell
6,994
-1,459
-17% -$90.3K 0.09% 96
2025
Q4 		$568K Buy
8,453
+5,747
+212% +$481K 0.13% 80
2025
Q3 		$349K Buy
2,706
+1,789
+195% +$256K 0.09% 100
2025
Q2 		$158K Hold
917
– – 0.04% 151
2025
Q1 		$203K Hold
917
– – 0.07% 119
2024
Q4 		$188K Hold
917
– – 0.06% 123
2024
Q3 		$165K Sell
917
-89
-9% -$14.7K 0.05% 158
2024
Q2 		$150K Buy
1,006
+600
+148% +$90.8K 0.05% 158
2024
Q1 		$64.9K Sell
406
-88
-18% -$12.8K 0.02% 224
2023
Q4 		$65.6K Sell
494
-2,396
-83% -$294K 0.03% 199
2023
Q3 		$326K Sell
2,890
-1,744
-38% -$215K 0.13% 78
2023
Q2 		$585K Buy
4,634
+3,684
+388% +$434K 0.26% 37
2023
Q1 		$107K Sell
950
-550
-37% -$60.5K 0.05% 106
2022
Q4 		$152K Buy
+1,500
New +$149K 0.08% 88

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

Operose Advisors's FISV Position: Q2 2026 in Review

Operose Advisors increased its Fiserv Inc (FISV) stake by 9.2% in Q2 2026, buying an estimated $35.8K and bringing the position to 7,635 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #116.

Operose Advisors first reported a position in FISV in Q4 2022 and has held it in 15 quarters since. The position peaked at $585K in Q2 2023. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Operose Advisors held 7,635 shares of Fiserv Inc worth $374K as of Q2 2026.
  • Operose Advisors bought 641 Fiserv Inc shares in Q2 2026, an estimated $35.8K.
  • Fiserv Inc made up 0.07% of Operose Advisors's portfolio in Q2 2026, its #116 holding.
  • Operose Advisors first reported a position in Fiserv Inc in Q4 2022 and has held it in 15 quarters since.
  • Operose Advisors's Fiserv Inc position peaked at $585K in Q2 2023.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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