WA
FISV

Waverly Advisors’s Fiserv Inc FISV Stock Holding History

Waverly 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 		$738K Buy
13,228
+1,344
+11% +$83.2K 0.01% 925
2025
Q4 		$798K Buy
11,884
+5,015
+73% +$420K 0.01% 832
2025
Q3 		$886K Sell
6,869
-425
-6% -$60.9K 0.01% 678
2025
Q2 		$1.26M Sell
7,294
-607
-8% -$110K 0.01% 570
2025
Q1 		$1.74M Buy
7,901
+401
+5% +$87.8K 0.02% 504
2024
Q4 		$1.54M Buy
7,500
+5,738
+326% +$1.17M 0.02% 436
2024
Q3 		$317K Sell
1,762
-152
-8% -$25.1K 0.01% 674
2024
Q2 		$285K Sell
1,914
-78
-4% -$11.8K 0.01% 677
2024
Q1 		$318K Buy
+1,992
New +$290K 0.01% 554
2018
Q1 		– Sell
-700
Closed -$46K – 252
2017
Q4 		$46K Buy
+700
New +$45.2K 0.01% 255
2015
Q4 		– Sell
-812
Closed -$35K – 223
2015
Q3 		$35K Buy
+812
New +$35.1K 0.02% 178

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's FISV Position: Q1 2026 in Review

Waverly Advisors increased its Fiserv Inc (FISV) stake by 11% in Q1 2026, buying an estimated $83.2K and bringing the position to 13,228 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #925.

Waverly Advisors first reported a position in FISV in Q3 2015 and has held it in 11 quarters since. The position peaked at $1.74M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Waverly Advisors held 13,228 shares of Fiserv Inc worth $738K as of Q1 2026.
  • Waverly Advisors bought 1,344 Fiserv Inc shares in Q1 2026, an estimated $83.2K.
  • Fiserv Inc made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #925 holding.
  • Waverly Advisors first reported a position in Fiserv Inc in Q3 2015 and has held it in 11 quarters since.
  • Waverly Advisors's Fiserv Inc position peaked at $1.74M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

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