WA
FISV

WP Advisors’s Fiserv Inc FISV Stock Holding History

WP 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 		$1.36M Sell
27,677
-2,630
-9% -$147K 0.33% 51
2026
Q1 		$1.69M Buy
+30,307
New +$1.88M 0.44% 37
2022
Q2 		– Sell
-3,523
Closed -$357K – 110
2022
Q1 		$357K Buy
+3,523
New +$357K 0.15% 86

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

WP Advisors's FISV Position: Q2 2026 in Review

WP Advisors reduced its Fiserv Inc (FISV) stake by 8.7% in Q2 2026, selling an estimated $147K and leaving 27,677 shares worth $1.36M. The position accounts for 0.33% of the portfolio, ranked #51.

WP Advisors first reported a position in FISV in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.69M in Q1 2026. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • WP Advisors held 27,677 shares of Fiserv Inc worth $1.36M as of Q2 2026.
  • WP Advisors sold 2,630 Fiserv Inc shares in Q2 2026, an estimated $147K.
  • Fiserv Inc made up 0.33% of WP Advisors's portfolio in Q2 2026, its #51 holding.
  • WP Advisors first reported a position in Fiserv Inc in Q1 2022 and has held it in 3 quarters since.
  • WP Advisors's Fiserv Inc position peaked at $1.69M in Q1 2026.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.