Fiserv, Inc.
US ˙ NYSE ˙ US3377381088
DIESES SYMBOL IST NICHT MEHR AKTIV

SecurityFI / Fiserv, Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership11,287 shares
Latest Disclosed Value $ 629,815
Wealthspire Advisors, LLC reports 8.53% increase in ownership of FI / Fiserv, Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 11,287 shares of Fiserv, Inc. (US:FI) valued at $629,815 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 10,400 shares of Fiserv, Inc.. This represents a change in shares of 8.53% during the quarter. The current value of the position is $720,111 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F FISERV COM 337738108 11,287 887 8.53 630 -9.89 0.0049
2026-02-12 2025-12-31 13F FISERV COM 337738108 10,400 -7,742 -42.67 699 -70.16 0.0056
2025-11-14 2025-09-30 13F FISERV COM 337738108 18,142 -5,860 -24.41 2,339 -43.48 0.0122
2025-08-11 2025-06-30 13F FISERV COM 337738108 24,002 -42 -0.17 4,138 -22.06 0.0233
2025-05-09 2025-03-31 13F FISERV COM 337738108 24,044 11,323 89.01 5,310 103.18 0.0317
2025-02-04 2024-12-31 13F FISERV COM 337738108 12,721 -796 -5.89 2,613 7.62 0.0260
2024-11-13 2024-09-30 13F FISERV COM 337738108 13,517 1,552 12.97 2,428 36.17 0.0247
2024-08-08 2024-06-30 13F FISERV COM 337738108 11,965 -84 -0.70 1,783 -7.38 0.0228
2024-05-06 2024-03-31 13F FISERV COM 337738108 12,049 -224 -1.83 1,926 18.10 0.0257
2024-02-07 2023-12-31 13F FISERV COM 337738108 12,273 -205 -1.64 1,630 15.68 0.0232
2023-11-06 2023-09-30 13F FISERV COM 337738108 12,478 2,217 21.61 1,410 8.89 0.0233
2023-08-01 2023-06-30 13F FISERV COM 337738108 10,261 -335 -3.16 1,294 8.10 0.0212
2023-05-09 2023-03-31 13F FISERV COM 337738108 10,596 -1,486 -12.30 1,198 -1.97 0.0206
2023-02-14 2022-12-31 13F FISERV COM 337738108 12,082 257 2.17 1,221 10.40 0.0222
2022-11-14 2022-09-30 13F FISERV COM 337738108 11,825 -2,285 -16.19 1,106 -11.87 0.0231
2022-08-09 2022-06-30 13F FISERV COM 337738108 14,110 1,694 13.64 1,255 -0.32 0.0262
2022-05-09 2022-03-31 13F FISERV COM 337738108 12,416 -3,904 -23.92 1,259 -25.68 0.0283
2022-02-14 2021-12-31 13F FISERV COM 337738108 16,320 -5,318 -24.58 1,694 -27.85 0.0375
2021-11-15 2021-09-30 13F FISERV COM 337738108 21,638 2,974 15.93 2,348 17.69 0.0487
2021-08-13 2021-06-30 13F FISERV COM 337738108 18,664 -6,388 -25.50 1,995 -33.10 0.0524
2021-05-17 2021-03-31 13F FISERV COM 337738108 25,052 1,595 6.80 2,982 11.64 0.0708
2021-02-16 2020-12-31 13F FISERV COM 337738108 23,457 21,254 964.78 2,671 1,076.65 0.0795
2020-11-16 2020-09-30 13F FISERV COM 337738108 2,203 -179 -7.51 227 -2.58 0.0135
2020-08-14 2020-06-30 13F FISERV COM 337738108 2,382 -38,345 -94.15 233 -93.98 0.0162
2020-05-12 2020-03-31 13F FISERV COM 337738108 40,727 38,909 2,140.21 3,869 1,742.38 0.1622
2020-02-14 2019-12-31 13F FISERV COM 337738108 1,818 1,818 210 0.0153
2019-05-07 2019-03-31 13F FISERV COM 337738108 0 -369 -100.00 0 -100.00
2019-02-14 2018-12-31 13F FISERV COM 337738108 369 369 27 0.0026
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.