Transamerica Financial Advisors’s Fiserv Inc FISV Stock Holding History

Transamerica Financial 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	$108K	Buy	1,935 +919	+90%	+$56.9K	0.01%	510
2025 Q4	$68.3K	Buy	1,016 +298	+42%	+$24.9K	0.01%	507
2025 Q3	$92.5K	Buy	718 +575	+402%	+$82.4K	0.01%	414
2025 Q2	$24.6K	Hold	143	–	–	﹤0.01%	330
2025 Q1	$32K	Hold	143	–	–	﹤0.01%	322
2024 Q4	$30K	Hold	143	–	–	﹤0.01%	323
2024 Q3	$26K	Sell	143 -805	-85%	-$133K	﹤0.01%	322
2024 Q2	$142K	Hold	948	–	–	0.02%	214
2024 Q1	$152K	Sell	948 -3,137	-77%	-$457K	0.02%	231
2023 Q4	$543K	Sell	4,085 -495	-11%	-$60.7K	0.08%	170
2023 Q3	$518K	Sell	4,580 -616	-12%	-$75.9K	0.07%	164
2023 Q2	$656K	Sell	5,196 -12	-0.2%	-$1.41K	0.09%	159
2023 Q1	$589K	Buy	5,208 +3,749	+257%	+$412K	0.08%	166
2022 Q4	$148K	Sell	1,459 -9,411	-87%	-$937K	0.02%	238
2022 Q3	$1.02M	Sell	10,870 -1,074	-9%	-$109K	0.15%	110
2022 Q2	$1.06M	Buy	+11,944	New	+$1.16M	0.15%	105
2021 Q3	–	Sell	-4	Closed	-$1K	–	149
2021 Q2	$1K	Sell	4 -8	-67%	-$930	0.02%	124
2021 Q1	$2K	Buy	12 +1	+9%	+$115	0.05%	79
2020 Q4	$2K	Buy	11 +1	+10%	+$108	0.04%	79
2020 Q3	$1K	Sell	10 -36	-78%	-$3.59K	0.02%	151
2020 Q2	$5K	Buy	46 +36	+360%	+$3.63K	﹤0.01%	287
2020 Q1	$1K	Sell	10 -1	-9%	-$111	0.02%	84
2019 Q4	$2K	Sell	11 -1	-8%	-$110	0.03%	61
2019 Q3	$2K	Sell	12 -3,766	-100%	-$384K	0.03%	62
2019 Q2	$345K	Buy	3,778 +3,766	+31,383%	+$330K	0.07%	141
2019 Q1	$2K	Sell	12 -3,787	-100%	-$312K	0.01%	58
2018 Q4	$280K	Sell	3,799 -1,151	-23%	-$89K	0.07%	139
2018 Q3	$408K	Sell	4,950 -304	-6%	-$23.9K	0.09%	141
2018 Q2	$390K	Sell	5,254 -94,108	-95%	-$6.83M	0.09%	139
2018 Q1	$7.09M	Sell	99,362 -11,954	-11%	-$841K	1.05%	25
2017 Q4	$7.3M	Sell	111,316 -1,978	-2%	-$128K	0.97%	27
2017 Q3	$7.31M	Sell	113,294 -3,452	-3%	-$214K	0.9%	33
2017 Q2	$7.14M	Buy	116,746 +4,758	+4%	+$288K	0.97%	31
2017 Q1	$6.46M	Sell	111,988 -870	-0.8%	-$48.8K	0.77%	38
2016 Q4	$6M	Buy	112,858 +3,464	+3%	+$178K	0.71%	39
2016 Q3	$5.44M	Buy	109,394 +9,622	+10%	+$505K	0.59%	52
2016 Q2	$5.42M	Sell	99,772 -990	-1%	-$51K	0.55%	50
2016 Q1	$5.17M	Buy	100,762 +11,924	+13%	+$565K	0.44%	54
2015 Q4	$4.06M	Buy	88,838 +5,148	+6%	+$242K	0.3%	70
2015 Q3	$3.63M	Buy	83,690 +2,972	+4%	+$129K	0.29%	70
2015 Q2	$3.34M	Buy	80,718 +7,142	+10%	+$287K	0.24%	85
2015 Q1	$2.92M	Buy	73,576 +73,362	+34,281%	+$2.8M	0.2%	96
2014 Q4	$8K	Buy	214 +10	+5%	+$342	﹤0.01%	524
2014 Q3	$7K	Hold	204	–	–	﹤0.01%	496
2014 Q2	$7K	Hold	204	–	–	﹤0.01%	527
2014 Q1	$6K	Sell	204 -2,880	-93%	-$82.4K	﹤0.01%	500
2013 Q4	$92K	Buy	3,084 +452	+17%	+$12.2K	0.01%	282
2013 Q3	$67K	Buy	2,632 +316	+14%	+$7.64K	0.01%	291
2013 Q2	$51K	Buy	+2,316	New	+$50.8K	0.01%	274

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transamerica Financial Advisors's FISV Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Fiserv Inc (FISV) stake by 90% in Q1 2026, buying an estimated $56.9K and bringing the position to 1,935 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #510.

Transamerica Financial Advisors first reported a position in FISV in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.31M in Q3 2017. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Transamerica Financial Advisors held 1,935 shares of Fiserv Inc worth $108K as of Q1 2026.
Transamerica Financial Advisors bought 919 Fiserv Inc shares in Q1 2026, an estimated $56.9K.
Fiserv Inc made up 0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #510 holding.
Transamerica Financial Advisors first reported a position in Fiserv Inc in Q2 2013 and has held it in 49 quarters since.
Transamerica Financial Advisors's Fiserv Inc position peaked at $7.31M in Q3 2017.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.