WAG
FISV

Wilkerson Advisory Group’s Fiserv Inc FISV Stock Holding History

Wilkerson Advisory Group’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 		$2.7K Sell
55
-126
-70% -$7.04K ﹤0.01% 535
2026
Q1 		$10.1K Buy
181
+92
+103% +$5.69K ﹤0.01% 399
2025
Q4 		$5.98K Buy
+89
New +$7.45K ﹤0.01% 415

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 $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

Wilkerson Advisory Group's FISV Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Fiserv Inc (FISV) stake by 70% in Q2 2026, selling an estimated $7.04K and leaving 55 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Wilkerson Advisory Group first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q1 2026. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Wilkerson Advisory Group held 55 shares of Fiserv Inc worth $2.7K as of Q2 2026.
  • Wilkerson Advisory Group sold 126 Fiserv Inc shares in Q2 2026, an estimated $7.04K.
  • Fiserv Inc made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #535 holding.
  • Wilkerson Advisory Group first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Fiserv Inc position peaked at $10.1K in Q1 2026.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.