SPIA
FISV

Steward Partners Investment Advisory’s Fiserv Inc FISV Stock Holding History

Steward Partners Investment Advisory’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 		$581K Sell
10,413
-51,359
-83% -$3.18M ﹤0.01% 1437
2025
Q4 		$4.15M Sell
61,772
-33,012
-35% -$2.76M 0.02% 527
2025
Q3 		$12.2M Sell
94,784
-20,386
-18% -$2.92M 0.07% 243
2025
Q2 		$19.9M Sell
115,170
-6,020
-5% -$1.09M 0.16% 129
2025
Q1 		$26.8M Buy
121,190
+595
+0.5% +$130K 0.24% 87
2024
Q4 		$24.8M Buy
120,595
+1,443
+1% +$295K 0.22% 94
2024
Q3 		$21.4M Buy
119,152
+35,179
+42% +$5.8M 0.2% 108
2024
Q2 		$12.5M Buy
83,973
+1,830
+2% +$277K 0.13% 165
2024
Q1 		$13.1M Buy
82,143
+31,689
+63% +$4.62M 0.14% 154
2023
Q4 		$6.7M Sell
50,454
-51,911
-51% -$6.37M 0.09% 226
2023
Q3 		$11.6M Buy
102,365
+9,461
+10% +$1.17M 0.18% 124
2023
Q2 		$11.7M Buy
92,904
+7,847
+9% +$924K 0.18% 123
2023
Q1 		$9.61M Buy
85,057
+28,234
+50% +$3.11M 0.15% 151
2022
Q4 		$5.74M Buy
56,823
+40,226
+242% +$4.01M 0.1% 224
2022
Q3 		$1.55M Sell
16,597
-3,668
-18% -$374K 0.03% 504
2022
Q2 		$1.8M Sell
20,265
-2,493
-11% -$242K 0.03% 455
2022
Q1 		$2.31M Sell
22,758
-7,001
-24% -$709K 0.04% 437
2021
Q4 		$3.09M Buy
29,759
+14,401
+94% +$1.49M 0.05% 369
2021
Q3 		$1.67M Sell
15,358
-747
-5% -$83.5K 0.03% 504
2021
Q2 		$1.72M Sell
16,105
-3,471
-18% -$404K 0.03% 488
2021
Q1 		$2.33M Buy
19,576
+4,669
+31% +$536K 0.04% 396
2020
Q4 		$1.7M Buy
14,907
+1,043
+8% +$112K 0.04% 401
2020
Q3 		$1.43M Buy
13,864
+636
+5% +$63.3K 0.04% 389
2020
Q2 		$1.29M Buy
13,228
+274
+2% +$27.6K 0.04% 386
2020
Q1 		$1.23M Sell
12,954
-1,204
-9% -$134K 0.05% 341
2019
Q4 		$1.64M Buy
14,158
+129
+0.9% +$14.2K 0.05% 341
2019
Q3 		$1.45M Sell
14,029
-287
-2% -$29.3K 0.05% 333
2019
Q2 		$1.3M Sell
14,316
-604
-4% -$52.9K 0.05% 334
2019
Q1 		$1.32M Sell
14,920
-492
-3% -$40.6K 0.06% 310
2018
Q4 		$1.13M Buy
15,412
+754
+5% +$58.3K 0.06% 312
2018
Q3 		$1.21M Hold
14,658
– – 0.06% 302
2018
Q2 		$1.09M Sell
14,658
-31
-0.2% -$2.25K 0.06% 282
2018
Q1 		$1.05M Buy
14,689
+795
+6% +$55.9K 0.07% 258
2017
Q4 		$910K Buy
13,894
+226
+2% +$14.6K 0.07% 246
2017
Q3 		$881K Buy
13,668
+284
+2% +$17.6K 0.09% 201
2017
Q2 		$818K Buy
13,384
+13,172
+6,213% +$797K 0.09% 201
2017
Q1 		$12K Hold
212
– – ﹤0.01% 888
2016
Q4 		$11K Buy
+212
New +$10.9K 0.01% 542

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

Steward Partners Investment Advisory's FISV Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Fiserv Inc (FISV) stake by 83% in Q1 2026, selling an estimated $3.18M and leaving 10,413 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Steward Partners Investment Advisory first reported a position in FISV in Q4 2016 and has held it in 38 quarters since. The position peaked at $26.8M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Steward Partners Investment Advisory held 10,413 shares of Fiserv Inc worth $581K as of Q1 2026.
  • Steward Partners Investment Advisory sold 51,359 Fiserv Inc shares in Q1 2026, an estimated $3.18M.
  • Fiserv Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1437 holding.
  • Steward Partners Investment Advisory first reported a position in Fiserv Inc in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Fiserv Inc position peaked at $26.8M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.