WIA
FISV

Westbourne Investment Advisors’s Fiserv Inc FISV Stock Holding History

Westbourne Investment 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
-3,634
Closed -$203K – 123
2026
Q1 		$203K Hold
3,634
– – 0.06% 111
2025
Q4 		$244K Sell
3,634
-1,000
-22% -$83.7K 0.07% 102
2025
Q3 		$597K Hold
4,634
– – 0.17% 74
2025
Q2 		$799K Sell
4,634
-181
-4% -$32.8K 0.24% 63
2025
Q1 		$1.06M Hold
4,815
– – 0.38% 48
2024
Q4 		$989K Hold
4,815
– – 0.34% 48
2024
Q3 		$865K Hold
4,815
– – 0.3% 52
2024
Q2 		$718K Hold
4,815
– – 0.26% 56
2024
Q1 		$770K Sell
4,815
-334
-6% -$48.6K 0.28% 55
2023
Q4 		$684K Hold
5,149
– – 0.27% 57
2023
Q3 		$582K Sell
5,149
-262
-5% -$32.3K 0.27% 58
2023
Q2 		$683K Sell
5,411
-363
-6% -$42.7K 0.31% 57
2023
Q1 		$653K Sell
5,774
-908
-14% -$99.9K 0.32% 58
2022
Q4 		$675K Sell
6,682
-478
-7% -$47.6K 0.34% 56
2022
Q3 		$670K Sell
7,160
-233
-3% -$23.7K 0.36% 55
2022
Q2 		$658K Sell
7,393
-907
-11% -$88K 0.41% 51
2022
Q1 		$842K Sell
8,300
-474
-5% -$48K 0.35% 51
2021
Q4 		$911K Sell
8,774
-1,890
-18% -$195K 0.36% 49
2021
Q3 		$1.16M Sell
10,664
-3,088
-22% -$345K 0.53% 41
2021
Q2 		$1.47M Sell
13,752
-712
-5% -$82.8K 0.67% 38
2021
Q1 		$1.72M Sell
14,464
-3,259
-18% -$374K 0.86% 32
2020
Q4 		$2.02M Sell
17,723
-242
-1% -$26.1K 1.18% 23
2020
Q3 		$1.85M Sell
17,965
-1,671
-9% -$166K 2.12% 14
2020
Q2 		$1.92M Sell
19,636
-393
-2% -$39.6K 2.36% 13
2020
Q1 		$1.9M Sell
20,029
-571
-3% -$63.4K 1.76% 14
2019
Q4 		$2.38M Sell
20,600
-338
-2% -$37.3K 1.62% 14
2019
Q3 		$2.17M Buy
+20,938
New +$2.14M 1.62% 17

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
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 $59.9B AUM 27.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Westbourne Investment Advisors's FISV Position: Q2 2026 in Review

Westbourne Investment Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 3,634 shares — an estimated $203K sold.

Westbourne Investment Advisors first reported a position in FISV in Q3 2019 and held it in 27 quarters. The position peaked at $2.38M in Q4 2019. 1,143 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Westbourne Investment Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Westbourne Investment Advisors sold 3,634 Fiserv Inc shares in Q2 2026, an estimated $203K.
  • Westbourne Investment Advisors first reported a position in Fiserv Inc in Q3 2019 and held it in 27 quarters.
  • Westbourne Investment Advisors's Fiserv Inc position peaked at $2.38M in Q4 2019.
  • 1,143 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.