James T. Borello RIA
FISV icon

James T. Borello RIA’s Fiserv Inc FISV Stock Holding History

James T. Borello RIA’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
Q3 		$15.7K Buy
347
+83
+31% +$4.25K ﹤0.01% 489
2026
Q2 		$12.9K Buy
264
+145
+122% +$8.1K ﹤0.01% 521
2026
Q1 		$6.64K Sell
119
-65
-35% -$4.02K ﹤0.01% 678
2025
Q4 		$12.4K Buy
184
+144
+360% +$12.1K ﹤0.01% 360
2025
Q3 		$5.16K Buy
+40
New +$5.73K ﹤0.01% 453

Other funds holding FISV

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

James T. Borello RIA's FISV Position: Q3 2026 in Review

James T. Borello RIA increased its Fiserv Inc (FISV) stake by 31% in Q3 2026, buying an estimated $4.25K and bringing the position to 347 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

James T. Borello RIA first reported a position in FISV in Q3 2025 and has held it in 5 quarters since. 255 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • James T. Borello RIA held 347 shares of Fiserv Inc worth $15.7K as of Q3 2026.
  • James T. Borello RIA bought 83 Fiserv Inc shares in Q3 2026, an estimated $4.25K.
  • Fiserv Inc made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #489 holding.
  • James T. Borello RIA first reported a position in Fiserv Inc in Q3 2025 and has held it in 5 quarters since.
  • 255 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.