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
Q1 		$145K Buy
+2,600
New +$161K 0.01% 558

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Soltis Investment Advisors's FISV Position: Q1 2026 in Review

Soltis Investment Advisors increased its Fiserv Inc (FISV) stake by 28% in Q1 2026, buying an estimated $80.1K and bringing the position to 5,911 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #424.

Soltis Investment Advisors first reported a position in FISV in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.18M in Q1 2025. 1,255 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Soltis Investment Advisors held 5,911 shares of Fiserv Inc worth $330K as of Q1 2026.
  • Soltis Investment Advisors bought 1,294 Fiserv Inc shares in Q1 2026, an estimated $80.1K.
  • Fiserv Inc made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #424 holding.
  • Soltis Investment Advisors first reported a position in Fiserv Inc in Q4 2022 and has held it in 14 quarters since.
  • Soltis Investment Advisors's Fiserv Inc position peaked at $5.18M in Q1 2025.
  • 1,255 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.