Fiserv, Inc.
US ˙ NYSE ˙ US3377381088
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT

SecurityFI / Fiserv, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership1,936 shares
Latest Disclosed Value $ 33,705
EverSource Wealth Advisors, LLC reports 7.44% increase in ownership of FI / Fiserv, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 1,936 shares of Fiserv, Inc. (US:FI) valued at $33,705 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,802 shares of Fiserv, Inc.. This represents a change in shares of 7.44% during the quarter. The current value of the position is $123,517 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)
2026-05-15 2026-03-31 13F/A-1 EXPRO GROUP HOLDINGS NV COM Stock N33462107 1,936 134 7.44 34 37.50 0.0002
2026-05-15 2026-03-31 13F/A-1 FISERV INC COM Stock 337738108 9,903 2,915 553 0.0026
2026-05-14 2026-03-31 13F EXPRO GROUP HOLDINGS NV COM Stock N33462107 353 -1,449 41 0.0002
2026-05-14 2026-03-31 13F FISERV INC COM Stock 337738108 20,674 13,686 4,980 0.0273
2026-02-06 2025-12-31 13F EXPRO GROUP HOLDINGS NV COM Stock N33462107 1,802 82 4.77 24 20.00 0.0009
2026-02-06 2025-12-31 13F FISERV INC COM Stock 337738108 6,988 3,222 469 0.0173
2025-11-10 2025-09-30 13F EXPRO GROUP HOLDINGS NV COM Stock N33462107 1,720 -80 -4.44 20 33.33 0.0008
2025-11-10 2025-09-30 13F FISERV INC COM Stock 337738108 3,766 29 485 0.0192
2025-08-13 2025-06-30 13F EXPRO GROUP HOLDINGS NV COM Stock N33462107 1,800 1,067 145.57 15 114.29 0.0007
2025-08-13 2025-06-30 13F FISERV INC COM Stock 337738108 3,737 -604 644 0.0291
2025-05-13 2025-03-31 13F EXPRO GROUP HOLDINGS NV COM Stock N33462107 733 -87 -10.61 7 -30.00 0.0004
2025-05-13 2025-03-31 13F FISERV INC COM Stock 337738108 4,341 513 959 0.0526
2025-02-10 2024-12-31 13F EXPRO GROUP HOLDINGS NV COM Stock N33462107 820 -3,411 -80.62 10 -98.68 0.0006
2025-02-10 2024-12-31 13F FISERV INC COM Stock 337738108 3,828 -403 786 0.0442
2024-11-08 2024-09-30 13F FISERV INC COM Stock 337738108 4,231 3,550 521.29 760 4,966.67 0.0481
2024-11-08 2024-09-30 13F EXPRO GROUP HOLDINGS NV COM Stock N33462107 681 12
2024-08-13 2024-06-30 13F EXPRO GROUP HOLDINGS NV COM Stock N33462107 681 0 0.00 16 25.00 0.0011
2024-08-13 2024-06-30 13F FISERV INC COM Stock 337738108 4,149 459 679 0.0451
2024-06-11 2024-03-31 13F/A-1 EXPRO GROUP HOLDINGS NV COM Stock N33462107 681 0 0.00 13 20.00 0.0010
2024-06-11 2024-03-31 13F/A-1 FISERV INC COM Stock 337738108 3,690 648 563 0.0443
2024-05-13 2024-03-31 13F EXPRO GROUP HOLDINGS NV COM Stock N33462107 681 0 11 0.0004
2024-05-13 2024-03-31 13F FISERV INC COM Stock 337738108 3,042 404
2024-02-09 2023-12-31 13F EXPRO GROUP HOLDINGS NV COM Stock N33462107 681 0 0.00 11 -33.33 0.0010
2024-02-09 2023-12-31 13F FISERV INC COM Stock 337738108 3,042 -213 404 0.0370
2023-11-03 2023-09-30 13F EXPRO GROUP HOLDINGS NV COM Stock N33462107 681 0 0.00 16 25.00 0.0017
2023-11-03 2023-09-30 13F FISERV INC COM Stock 337738108 3,255 -328 368 0.0390
2023-08-04 2023-06-30 13F EXPRO GROUP HOLDINGS NV COM Stock N33462107 681 -3,002 -81.51 12 -97.12 0.0013
2023-08-04 2023-06-30 13F FISERV INC COM Stock 337738108 3,583 -100 452 0.0498
2023-05-11 2023-03-31 13F FISERV INC COM Stock 337738108 3,683 -722 -16.39 416 -6.52 0.0518
2023-02-09 2022-12-31 13F FISERV INC COM Stock 337738108 4,405 4,004 998.50 445 1,102.70 0.0674
2022-11-07 2022-09-30 13F FISERV INC COM Stock 337738108 401 153 61.69 37 68.18 0.0085
2022-08-01 2022-06-30 13F FISERV INC COM Stock 337738108 248 70 39.33 22 22.22 0.0057
2022-05-25 2022-03-31 13F FISERV INC COM Stock 337738108 178 -168 -48.55 18 -50.00 0.0046
2022-02-17 2021-12-31 13F/A-1 FISERV INC COM Stock 337738108 346 346 36 0.0101
2022-02-07 2021-12-31 13F FISERV INC COM Stock 337738108 346 346 36 0.0101
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.