RA
FISV

Rational Advisors’s Fiserv Inc FISV Stock Holding History

Rational 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 		$7.65K Sell
156
-42
-21% -$2.35K ﹤0.01% 187
2026
Q1 		$11K Hold
198
– – ﹤0.01% 163
2025
Q4 		$13.3K Buy
198
+43
+28% +$3.6K ﹤0.01% 165
2025
Q3 		$20K Buy
155
+11
+8% +$1.58K ﹤0.01% 163
2025
Q2 		$24.8K Buy
+144
New +$26.1K ﹤0.01% 158
2020
Q4 		– Sell
-22
Closed -$2K – 350
2020
Q3 		$2K Sell
22
-706
-97% -$70.3K ﹤0.01% 470
2020
Q2 		$71K Buy
+728
New +$73.3K 0.04% 174
2020
Q1 		– Sell
-2,212
Closed -$256K – 289
2019
Q4 		$256K Sell
2,212
-9,188
-81% -$1.01M 0.12% 168
2019
Q3 		$1.18M Sell
11,400
-5,447
-32% -$556K 0.46% 65
2019
Q2 		$1.54M Buy
16,847
+7,011
+71% +$614K 0.54% 51
2019
Q1 		$868K Sell
9,836
-464
-5% -$38.3K 0.23% 114
2018
Q4 		$757K Sell
10,300
-9,564
-48% -$739K 0.24% 85
2018
Q3 		$1.64M Buy
19,864
+2,405
+14% +$189K 0.39% 65
2018
Q2 		$1.29M Buy
17,459
+3,859
+28% +$280K 0.61% 59
2018
Q1 		$970K Hold
13,600
– – 0.46% 82
2017
Q4 		$892K Hold
13,600
– – 0.46% 81
2017
Q3 		$877K Sell
13,600
-600
-4% -$37.3K 0.47% 67
2017
Q2 		$869K Hold
14,200
– – 0.54% 58
2017
Q1 		$819K Buy
+14,200
New +$797K 0.54% 65
2016
Q4 		– Sell
-14,200
Closed -$706K – 243
2016
Q3 		$706K Buy
14,200
+6,600
+87% +$346K 0.46% 79
2016
Q2 		$413K Buy
+7,600
New +$391K 0.29% 97
2015
Q3 		$78K Hold
1,800
– – 0.03% 232
2015
Q2 		$75K Hold
1,800
– – 0.02% 234
2015
Q1 		$71K Sell
1,800
-11,200
-86% -$427K 0.02% 243
2014
Q4 		$461K Buy
+13,000
New +$445K 0.09% 187
2013
Q4 		$2.09M Sell
70,900
-300
-0.4% -$8.09K 0.18% 184
2013
Q3 		$1.8M Hold
71,200
– – 0.14% 238
2013
Q2 		$1.56M Buy
+71,200
New +$1.56M 0.13% 259

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
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

Rational Advisors's FISV Position: Q2 2026 in Review

Rational Advisors reduced its Fiserv Inc (FISV) stake by 21% in Q2 2026, selling an estimated $2.35K and leaving 156 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Rational Advisors first reported a position in FISV in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.09M in Q4 2013. 788 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Rational Advisors held 156 shares of Fiserv Inc worth $7.65K as of Q2 2026.
  • Rational Advisors sold 42 Fiserv Inc shares in Q2 2026, an estimated $2.35K.
  • Fiserv Inc made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #187 holding.
  • Rational Advisors first reported a position in Fiserv Inc in Q2 2013 and has held it in 28 quarters since.
  • Rational Advisors's Fiserv Inc position peaked at $2.09M in Q4 2013.
  • 788 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.