WTA
FISV

Washington Trust Advisors’s Fiserv Inc FISV Stock Holding History

Washington Trust 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
Q2 		– Sell
-40
Closed -$2.23K – 747
2026
Q1 		$2.23K Buy
+40
New +$2.48K ﹤0.01% 576
2025
Q4 		– Sell
-529
Closed -$68.2K – 618
2025
Q3 		$68.2K Sell
529
-228
-30% -$32.7K 0.01% 329
2025
Q2 		$131K Sell
757
-228
-23% -$41.3K 0.01% 234
2025
Q1 		$218K Buy
985
+33
+3% +$7.22K 0.02% 192
2024
Q4 		$196K Buy
952
+704
+284% +$144K 0.02% 200
2024
Q3 		$44.6K Buy
248
+8
+3% +$1.32K ﹤0.01% 333
2024
Q2 		$35.8K Sell
240
-1,350
-85% -$204K ﹤0.01% 349
2024
Q1 		$254K Hold
1,590
– – 0.02% 176
2023
Q4 		$211K Buy
1,590
+6
+0.4% +$736 0.02% 191
2023
Q3 		$179K Buy
1,584
+14
+0.9% +$1.72K 0.02% 195
2023
Q2 		$198K Sell
1,570
-233
-13% -$27.4K 0.02% 182
2023
Q1 		$204K Sell
1,803
-21
-1% -$2.31K 0.02% 178
2022
Q4 		$184K Buy
1,824
+7
+0.4% +$697 0.02% 188
2022
Q3 		$170K Buy
1,817
+90
+5% +$9.17K 0.02% 217
2022
Q2 		$153K Sell
1,727
-28
-2% -$2.72K 0.01% 231
2022
Q1 		$178K Buy
1,755
+34
+2% +$3.44K 0.01% 254
2021
Q4 		$178K Buy
+1,721
New +$178K 0.01% 271

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Washington Trust Advisors's FISV Position: Q2 2026 in Review

Washington Trust Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 40 shares — an estimated $2.23K sold.

Washington Trust Advisors first reported a position in FISV in Q4 2021 and held it in 17 quarters. The position peaked at $254K in Q1 2024. 775 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Washington Trust Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Washington Trust Advisors sold 40 Fiserv Inc shares in Q2 2026, an estimated $2.23K.
  • Washington Trust Advisors first reported a position in Fiserv Inc in Q4 2021 and held it in 17 quarters.
  • Washington Trust Advisors's Fiserv Inc position peaked at $254K in Q1 2024.
  • 775 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.