Private Advisory Group’s Fiserv Inc FISV Stock Holding History

Private Advisory Group’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	–	Sell	-138,206	Closed	-$9.28M	–	291
2025 Q4	$9.28M	Buy	+138,206	New	+$11.6M	0.73%	51

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Advisory Group's FISV Position: Q1 2026 in Review

Private Advisory Group sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 138,206 shares — an estimated $9.28M sold.

Private Advisory Group first reported a position in FISV in Q4 2025 and held it in 1 quarter. The position peaked at $9.28M in Q4 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Private Advisory Group reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Private Advisory Group sold 138,206 Fiserv Inc shares in Q1 2026, an estimated $9.28M.
Private Advisory Group first reported a position in Fiserv Inc in Q4 2025 and held it in 1 quarter.
Private Advisory Group's Fiserv Inc position peaked at $9.28M in Q4 2025.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.