WAG
FISV

Wiser Advisor Group’s Fiserv Inc FISV Stock Holding History

Wiser Advisor 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
Q1 		– Sell
-25
Closed -$1.68K – 228
2025
Q4 		$1.68K Sell
25
-165
-87% -$13.8K ﹤0.01% 220
2025
Q3 		$24.5K Buy
+190
New +$27.2K 0.03% 127
2025
Q2 		– Sell
-190
Closed -$42K – 116
2025
Q1 		$42K Hold
190
– – 0.06% 104
2024
Q4 		$39K Hold
190
– – 0.06% 108
2024
Q3 		$34.1K Hold
190
– – 0.05% 117
2024
Q2 		$28.3K Hold
190
– – 0.04% 123
2024
Q1 		$30.4K Hold
190
– – 0.05% 121
2023
Q4 		$25.2K Buy
+190
New +$23.3K 0.04% 133

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

Wiser Advisor Group's FISV Position: Q1 2026 in Review

Wiser Advisor Group sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 25 shares — an estimated $1.68K sold.

Wiser Advisor Group first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $42K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Wiser Advisor Group reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Wiser Advisor Group sold 25 Fiserv Inc shares in Q1 2026, an estimated $1.68K.
  • Wiser Advisor Group first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
  • Wiser Advisor Group's Fiserv Inc position peaked at $42K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.