WA
FISV

WBH Advisory’s Fiserv Inc FISV Stock Holding History

WBH Advisory’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 		– Sell
-3,528
Closed -$237K – 356
2025
Q4 		$237K Buy
3,528
+1,008
+40% +$84.4K 0.02% 326
2025
Q3 		$325K Hold
2,520
– – 0.02% 280
2025
Q2 		$434K Hold
2,520
– – 0.04% 239
2025
Q1 		$556K Hold
2,520
– – 0.05% 195
2024
Q4 		$518K Buy
2,520
+27
+1% +$5.51K 0.05% 212
2024
Q3 		$448K Hold
2,493
– – 0.04% 224
2024
Q2 		$372K Hold
2,493
– – 0.04% 236
2024
Q1 		$398K Buy
2,493
+7
+0.3% +$1.02K 0.04% 233
2023
Q4 		$330K Hold
2,486
– – 0.04% 251
2023
Q3 		$281K Sell
2,486
-63
-2% -$7.76K 0.03% 258
2023
Q2 		$322K Buy
2,549
+63
+3% +$7.42K 0.04% 247
2023
Q1 		$281K Buy
+2,486
New +$273K 0.04% 256
2022
Q3 		$233K Hold
2,486
– – 0.03% 261
2022
Q2 		$230K Sell
2,486
-86
-3% -$8.34K 0.03% 283
2022
Q1 		$269K Hold
2,572
– – 0.03% 271
2021
Q4 		$267K Buy
2,572
+150
+6% +$15.5K 0.03% 280
2021
Q3 		$263K Hold
2,422
– – 0.04% 256
2021
Q2 		$270K Hold
2,422
– – 0.04% 234
2021
Q1 		$288K Hold
2,422
– – 0.05% 228
2020
Q4 		$264K Hold
2,422
– – 0.05% 231
2020
Q3 		$250K Sell
2,422
-70
-3% -$6.97K 0.05% 220
2020
Q2 		$243K Sell
2,492
-120
-5% -$12.1K 0.06% 215
2020
Q1 		$248 Sell
2,612
-214
-8% -$23.8K 0.06% 198
2019
Q4 		$326K Sell
2,826
-70
-2% -$7.73K 0.07% 194
2019
Q3 		$299K Buy
2,896
+622
+27% +$63.5K 0.07% 196
2019
Q2 		$207K Sell
2,274
-35
-2% -$3.07K 0.05% 225
2019
Q1 		$203K Buy
+2,309
New +$191K 0.05% 228

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $1.89T AUM 35.08% 1-Year Est. Return

WBH Advisory's FISV Position: Q1 2026 in Review

WBH Advisory sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,528 shares — an estimated $237K sold.

WBH Advisory first reported a position in FISV in Q1 2019 and held it in 27 quarters. The position peaked at $556K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • WBH Advisory reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • WBH Advisory sold 3,528 Fiserv Inc shares in Q1 2026, an estimated $237K.
  • WBH Advisory first reported a position in Fiserv Inc in Q1 2019 and held it in 27 quarters.
  • WBH Advisory's Fiserv Inc position peaked at $556K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.