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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $1.66T AUM 25.57% 1-Year Est. Return

Operose Advisors's FISV Position: Q1 2026 in Review

Operose Advisors reduced its Fiserv Inc (FISV) stake by 17% in Q1 2026, selling an estimated $90.3K and leaving 6,994 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #96.

Operose Advisors first reported a position in FISV in Q4 2022 and has held it in 14 quarters since. The position peaked at $585K in Q2 2023. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Operose Advisors held 6,994 shares of Fiserv Inc worth $390K as of Q1 2026.
  • Operose Advisors sold 1,459 Fiserv Inc shares in Q1 2026, an estimated $90.3K.
  • Fiserv Inc made up 0.09% of Operose Advisors's portfolio in Q1 2026, its #96 holding.
  • Operose Advisors first reported a position in Fiserv Inc in Q4 2022 and has held it in 14 quarters since.
  • Operose Advisors's Fiserv Inc position peaked at $585K in Q2 2023.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.