RCA
FISV

Resonant Capital Advisors’s Fiserv Inc FISV Stock Holding History

Resonant Capital 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 		– Sell
-4,733
Closed -$264K – 551
2026
Q1 		$264K Sell
4,733
-317
-6% -$19.6K 0.01% 420
2025
Q4 		$339K Buy
5,050
+995
+25% +$83.3K 0.02% 315
2025
Q3 		$523K Buy
4,055
+901
+29% +$129K 0.03% 242
2025
Q2 		$544K Buy
3,154
+176
+6% +$31.9K 0.03% 228
2025
Q1 		$658K Buy
2,978
+127
+4% +$27.8K 0.05% 183
2024
Q4 		$586K Sell
2,851
-30
-1% -$6.12K 0.04% 194
2024
Q3 		$518K Buy
2,881
+214
+8% +$35.3K 0.04% 210
2024
Q2 		$397K Buy
2,667
+171
+7% +$25.9K 0.03% 221
2024
Q1 		$399K Buy
2,496
+134
+6% +$19.5K 0.03% 221
2023
Q4 		$314K Buy
2,362
+134
+6% +$16.4K 0.03% 230
2023
Q3 		$252K Buy
2,228
+153
+7% +$18.8K 0.03% 238
2023
Q2 		$262K Buy
2,075
+164
+9% +$19.3K 0.03% 223
2023
Q1 		$216K Buy
+1,911
New +$210K 0.02% 238
2020
Q3 		– Sell
-3,072
Closed -$300K – 164
2020
Q2 		$300K Buy
3,072
+116
+4% +$11.7K 0.09% 145
2020
Q1 		$281K Sell
2,956
-57
-2% -$6.33K 0.1% 158
2019
Q4 		$348K Buy
+3,013
New +$333K 0.11% 163

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Resonant Capital Advisors's FISV Position: Q2 2026 in Review

Resonant Capital Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,733 shares — an estimated $264K sold.

Resonant Capital Advisors first reported a position in FISV in Q4 2019 and held it in 16 quarters. The position peaked at $658K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Resonant Capital Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Resonant Capital Advisors sold 4,733 Fiserv Inc shares in Q2 2026, an estimated $264K.
  • Resonant Capital Advisors first reported a position in Fiserv Inc in Q4 2019 and held it in 16 quarters.
  • Resonant Capital Advisors's Fiserv Inc position peaked at $658K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.