SAI
FISV

Savvy Advisors Inc’s Fiserv Inc FISV Stock Holding History

Savvy Advisors Inc’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 		$726K Buy
14,800
+2,300
+18% +$129K 0.02% 645
2026
Q1 		$698K Buy
+12,500
New +$773K 0.02% 551

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Savvy Advisors Inc's FISV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Fiserv Inc (FISV) stake by 3.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 7,091 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #926.

Savvy Advisors Inc first reported a position in FISV in Q3 2024 and has held it in 8 quarters since. The position peaked at $707K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Savvy Advisors Inc held 7,091 shares of Fiserv Inc worth $348K as of Q2 2026.
  • Savvy Advisors Inc bought 257 Fiserv Inc shares in Q2 2026, an estimated $14.4K.
  • Fiserv Inc made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #926 holding.
  • Savvy Advisors Inc first reported a position in Fiserv Inc in Q3 2024 and has held it in 8 quarters since.
  • Savvy Advisors Inc's Fiserv Inc position peaked at $707K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.