United Capital Financial Advisors’s Fiserv Inc FISV Stock Holding History

United Capital 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
2022 Q1	–	Sell	-45	Closed	-$467K	–	1180
2021 Q4	$467K	Sell	45 -4,455	-99%	-$461K	﹤0.01%	880
2021 Q3	$488K	Hold	4,500	–	–	﹤0.01%	864
2021 Q2	$481K	Buy	+4,500	New	+$523K	﹤0.01%	866
2019 Q4	–	Sell	-45	Closed	-$466K	–	1393
2019 Q3	$466K	Sell	45 -4,455	-99%	-$455K	﹤0.01%	971
2019 Q2	$410K	Hold	4,500	–	–	﹤0.01%	1103
2019 Q1	$397K	Buy	+4,500	New	+$371K	﹤0.01%	1045

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 $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

United Capital Financial Advisors's FISV Position: Q1 2026 in Review

United Capital Financial Advisors increased its Fiserv Inc (FISV) stake by 2.8% in Q1 2026, buying an estimated $51.4K and bringing the position to 30,395 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #599.

United Capital Financial Advisors first reported a position in FISV in Q4 2013 and has held it in 50 quarters since. The position peaked at $11M in Q4 2019. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

United Capital Financial Advisors held 30,395 shares of Fiserv Inc worth $1.7M as of Q1 2026.
United Capital Financial Advisors bought 831 Fiserv Inc shares in Q1 2026, an estimated $51.4K.
Fiserv Inc made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #599 holding.
United Capital Financial Advisors first reported a position in Fiserv Inc in Q4 2013 and has held it in 50 quarters since.
United Capital Financial Advisors's Fiserv Inc position peaked at $11M in Q4 2019.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

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