SIA
FISV

Soltis Investment Advisors’s Fiserv Inc FISV Stock Holding History

Soltis Investment 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 		$199K Sell
4,060
-1,851
-31% -$103K 0.01% 627
2026
Q1 		$330K Buy
5,911
+1,294
+28% +$80.1K 0.02% 424
2025
Q4 		$310K Sell
4,617
-1,349
-23% -$113K 0.02% 399
2025
Q3 		$769K Sell
5,966
-82
-1% -$11.8K 0.05% 237
2025
Q2 		$1.04M Sell
6,048
-17,426
-74% -$3.16M 0.08% 171
2025
Q1 		$5.18M Buy
23,474
+2,613
+13% +$572K 0.46% 60
2024
Q4 		$4.29M Buy
20,861
+18,651
+844% +$3.81M 0.4% 69
2024
Q3 		$397K Buy
2,210
+41
+2% +$6.76K 0.04% 247
2024
Q2 		$323K Buy
2,169
+77
+4% +$11.7K 0.03% 255
2024
Q1 		$334K Sell
2,092
-231
-10% -$33.6K 0.04% 239
2023
Q4 		$309K Sell
2,323
-27
-1% -$3.31K 0.03% 235
2023
Q3 		$265K Sell
2,350
-151
-6% -$18.6K 0.03% 231
2023
Q2 		$316K Sell
2,501
-787
-24% -$92.6K 0.04% 211
2023
Q1 		$372K Sell
3,288
-22,609
-87% -$2.49M 0.05% 190
2022
Q4 		$2.62M Buy
+25,897
New +$2.58M 0.34% 81

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

Soltis Investment Advisors's FISV Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Fiserv Inc (FISV) stake by 31% in Q2 2026, selling an estimated $103K and leaving 4,060 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #627.

Soltis Investment Advisors first reported a position in FISV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.18M in Q1 2025. 836 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Soltis Investment Advisors held 4,060 shares of Fiserv Inc worth $199K as of Q2 2026.
  • Soltis Investment Advisors sold 1,851 Fiserv Inc shares in Q2 2026, an estimated $103K.
  • Fiserv Inc made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #627 holding.
  • Soltis Investment Advisors first reported a position in Fiserv Inc in Q4 2022 and has held it in 15 quarters since.
  • Soltis Investment Advisors's Fiserv Inc position peaked at $5.18M in Q1 2025.
  • 836 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.