SA
FISV

Sanctuary Advisors’s Fiserv Inc FISV Stock Holding History

Sanctuary 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 		$943K Buy
16,908
+2,085
+14% +$129K 0.01% 1369
2025
Q4 		$996K Sell
14,823
-17,496
-54% -$1.46M 0.01% 1321
2025
Q3 		$4.17M Sell
32,319
-3,806
-11% -$545K 0.02% 595
2025
Q2 		$6.23M Sell
36,125
-8,472
-19% -$1.54M 0.04% 442
2025
Q1 		$9.85M Buy
44,597
+2,376
+6% +$520K 0.07% 292
2024
Q4 		$9.12M Buy
42,221
+866
+2% +$177K 0.06% 339
2024
Q3 		$9.16M Sell
41,355
-16,910
-29% -$2.79M 0.06% 333
2024
Q2 		$9.08M Buy
+58,265
New +$8.82M 0.07% 307

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

Sanctuary Advisors's FISV Position: Q1 2026 in Review

Sanctuary Advisors increased its Fiserv Inc (FISV) stake by 14% in Q1 2026, buying an estimated $129K and bringing the position to 16,908 shares worth $943K. The position accounts for 0.01% of the portfolio, ranked #1369.

Sanctuary Advisors first reported a position in FISV in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.85M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Sanctuary Advisors held 16,908 shares of Fiserv Inc worth $943K as of Q1 2026.
  • Sanctuary Advisors bought 2,085 Fiserv Inc shares in Q1 2026, an estimated $129K.
  • Fiserv Inc made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1369 holding.
  • Sanctuary Advisors first reported a position in Fiserv Inc in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Fiserv Inc position peaked at $9.85M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.