WA
FISV

Waddell & Associates’s Fiserv Inc FISV Stock Holding History

Waddell & Associates’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 		– Sell
-5,370
Closed -$300K – 557
2026
Q1 		$300K Buy
+5,370
New +$332K 0.02% 337

Other funds holding FISV

PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Waddell & Associates's FISV Position: Q2 2026 in Review

Waddell & Associates sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 5,370 shares — an estimated $300K sold.

Waddell & Associates first reported a position in FISV in Q1 2026 and held it in 1 quarter. The position peaked at $300K in Q1 2026. 368 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Waddell & Associates reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Waddell & Associates sold 5,370 Fiserv Inc shares in Q2 2026, an estimated $300K.
  • Waddell & Associates first reported a position in Fiserv Inc in Q1 2026 and held it in 1 quarter.
  • Waddell & Associates's Fiserv Inc position peaked at $300K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.