U.S. Capital Wealth Advisors’s Fiserv Inc FISV Stock Holding History

U.S. Capital Wealth 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	$741K	Buy	13,275 +3,937	+42%	+$244K	0.02%	585
2025 Q4	$627K	Buy	9,338 +1,819	+24%	+$152K	0.02%	601
2025 Q3	$969K	Sell	7,519 -376	-5%	-$53.9K	0.03%	474
2025 Q2	$1.36M	Sell	7,895 -135	-2%	-$24.5K	0.04%	371
2025 Q1	$1.77M	Sell	8,030 -139	-2%	-$30.4K	0.05%	320
2024 Q4	$1.68M	Sell	8,169 -658	-7%	-$134K	0.05%	332
2024 Q3	$1.59M	Sell	8,827 -1,626	-16%	-$268K	0.06%	280
2024 Q2	$1.56M	Sell	10,453 -1,121	-10%	-$170K	0.06%	277
2024 Q1	$1.85M	Sell	11,574 -4,472	-28%	-$651K	0.07%	248
2023 Q4	$2.13M	Sell	16,046 -791	-5%	-$97.1K	0.08%	211
2023 Q3	$1.9M	Sell	16,837 -559	-3%	-$68.8K	0.09%	202
2023 Q2	$2.19M	Buy	17,396 +105	+0.6%	+$12.4K	0.1%	194
2023 Q1	$1.95M	Sell	17,291 -394	-2%	-$43.3K	0.09%	215
2022 Q4	$1.79M	Sell	17,685 -1,708	-9%	-$170K	0.08%	226
2022 Q3	$1.81M	Sell	19,393 -13	-0.1%	-$1.32K	0.09%	208
2022 Q2	$1.73M	Sell	19,406 -957	-5%	-$92.8K	0.08%	243
2022 Q1	$2.06M	Buy	20,363 +371	+2%	+$37.5K	0.08%	242
2021 Q4	$2.08M	Buy	19,992 +12,635	+172%	+$1.31M	0.08%	249
2021 Q3	$798K	Buy	+7,357	New	+$822K	0.03%	428

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

U.S. Capital Wealth Advisors's FISV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Fiserv Inc (FISV) stake by 42% in Q1 2026, buying an estimated $244K and bringing the position to 13,275 shares worth $741K. The position accounts for 0.02% of the portfolio, ranked #585.

U.S. Capital Wealth Advisors first reported a position in FISV in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q2 2023. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

U.S. Capital Wealth Advisors held 13,275 shares of Fiserv Inc worth $741K as of Q1 2026.
U.S. Capital Wealth Advisors bought 3,937 Fiserv Inc shares in Q1 2026, an estimated $244K.
Fiserv Inc made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #585 holding.
U.S. Capital Wealth Advisors first reported a position in Fiserv Inc in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Fiserv Inc position peaked at $2.19M in Q2 2023.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.