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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 		$128K Hold
2,600
– – 0.01% 638
2026
Q1 		$145K Buy
+2,600
New +$161K 0.01% 558

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Harris Associates
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Vanguard Portfolio Management
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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

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. 1,154 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.
  • 1,154 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.