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

SecurityFI / Fiserv, Inc.
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership25,696 shares
Latest Disclosed Value $ 1,433,857
Sequoia Financial Advisors, LLC reports 13.54% decrease in ownership of FI / Fiserv, Inc.

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 25,696 shares of Fiserv, Inc. (US:FI) valued at $1,433,857 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 29,719 shares of Fiserv, Inc.. This represents a change in shares of -13.54% during the quarter. The current value of the position is $1,639,405 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)
2026-04-30 2026-03-31 13F FISERV COM 337738108 25,696 -4,023 -13.54 1,434 -28.21 0.0080
2026-02-03 2025-12-31 13F FISERV COM 337738108 29,719 -67,267 -69.36 1,996 -84.04 0.0111
2025-10-29 2025-09-30 13F FISERV COM 337738108 96,986 12,745 15.13 12,504 -13.91 0.0760
2025-07-25 2025-06-30 13F FISERV COM 337738108 84,241 2,110 2.57 14,524 -19.92 0.0994
2025-04-23 2025-03-31 13F FISERV COM 337738108 82,131 17,152 26.40 18,137 35.87 0.1400
2025-08-08 2024-12-31 13F/A-1 FISERV COM 337738108 64,979 3,093 5.00 13,348 20.07 0.1284
2025-02-07 2024-12-31 13F FISERV COM 337738108 64,979 3,093 13,348 0.1290
2024-10-21 2024-09-30 13F FISERV COM 337738108 61,886 48,270 354.51 11,118 447.91 0.1193
2024-07-15 2024-06-30 13F FISERV COM 337738108 13,616 517 3.95 2,029 -3.06 0.0245
2024-04-30 2024-03-31 13F FISERV COM 337738108 13,099 -3,923 -23.05 2,093 -7.43 0.0260
2024-01-26 2023-12-31 13F FISERV COM 337738108 17,022 5,849 52.35 2,261 79.16 0.0280
2023-11-08 2023-09-30 13F FISERV COM 337738108 11,173 2,950 35.87 1,262 21.70 0.0221
2023-08-08 2023-06-30 13F FISERV COM 337738108 8,223 2,338 39.73 1,037 55.94 0.0178
2023-04-25 2023-03-31 13F FISERV COM 337738108 5,885 178 3.12 665 15.45 0.0148
2023-02-10 2022-12-31 13F/A-1 FISERV COM 337738108 5,707 3,435 151.19 577 170.42 0.0142
2023-01-18 2022-12-31 13F FISERV COM 337738108 5,707 3,435 577 0.0130
2022-10-26 2022-09-30 13F FISERV COM 337738108 2,272 -1,166 -33.92 213 -30.39 0.0067
2022-07-22 2022-06-30 13F FISERV COM 337738108 3,438 -83 -2.36 306 -14.29 0.0087
2022-05-13 2022-03-31 13F FISERV COM 337738108 3,521 3,521 357 0.0089
2016-07-29 2016-03-31 13F/A-1 FISERV COM 337738108 0 -3,205 -100.00 0 -100.00
2016-02-16 2015-12-31 13F FISERV COM 337738108 3,205 3,205 0.00 227 0.1569
2015-05-05 2015-03-31 13F FISERV COM 337738108 0 -3,205 -100.00 0 -100.00
2015-02-17 2014-12-31 13F FISERV COM 337738108 3,205 0 0.00 227 9.66 0.1550
2014-10-29 2014-09-30 13F FISERV COM 337738108 3,205 -1,380 -30.10 207 -25.27 0.1436
2014-08-05 2014-06-30 13F FISERV COM 337738108 4,585 210 4.80 277 11.69 0.2105
2014-05-15 2014-03-31 13F FISERV COM 337738108 4,375 485 12.47 248 7.83 0.2065
2014-02-12 2013-12-31 13F FISERV COM 337738108 3,890 3,890 230 0.1903
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.