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
Q2 		$411K Sell
8,389
-4,839
-37% -$270K ﹤0.01% 1263
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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Waverly Advisors's FISV Position: Q2 2026 in Review

Waverly Advisors reduced its Fiserv Inc (FISV) stake by 37% in Q2 2026, selling an estimated $270K and leaving 8,389 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Waverly Advisors first reported a position in FISV in Q3 2015 and has held it in 12 quarters since. The position peaked at $1.74M in Q1 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Waverly Advisors held 8,389 shares of Fiserv Inc worth $411K as of Q2 2026.
  • Waverly Advisors sold 4,839 Fiserv Inc shares in Q2 2026, an estimated $270K.
  • Fiserv Inc made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1263 holding.
  • Waverly Advisors first reported a position in Fiserv Inc in Q3 2015 and has held it in 12 quarters since.
  • Waverly Advisors's Fiserv Inc position peaked at $1.74M in Q1 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.