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

SecurityFI / Fiserv, Inc.
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership9,217 shares
Latest Disclosed Value $ 514,309
SRS Capital Advisors, Inc. reports 3.09% increase in ownership of FI / Fiserv, Inc.

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 9,217 shares of Fiserv, Inc. (US:FI) valued at $514,309 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,941 shares of Fiserv, Inc.. This represents a change in shares of 3.09% during the quarter. The current value of the position is $588,045 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)
2026-05-13 2026-03-31 13F FISERV COM 337738108 9,217 276 3.09 514 -14.33 0.0145
2026-02-13 2025-12-31 13F FISERV COM 337738108 8,941 -50,967 -85.08 601 -92.23 0.0175
2025-11-14 2025-09-30 13F FISERV COM 337738108 59,908 52,544 713.53 7,724 496.83 0.1109
2025-08-12 2025-06-30 13F FISERV COM 337738108 7,364 253 3.56 1,295 -17.58 0.0595
2025-05-15 2025-03-31 13F FISERV COM 337738108 7,111 -662 -8.52 1,570 -1.63 0.1007
2025-02-05 2024-12-31 13F FISERV COM 337738108 7,773 -497 -6.01 1,597 7.47 0.1005
2024-11-06 2024-09-30 13F FISERV COM 337738108 8,270 7 0.08 1,486 20.63 0.1327
2024-08-06 2024-06-30 13F FISERV COM 337738108 8,263 144 1.77 1,232 -5.09 0.1201
2024-05-14 2024-03-31 13F FISERV COM 337738108 8,119 -206 -2.47 1,298 17.38 0.1369
2024-02-06 2023-12-31 13F FISERV COM 337738108 8,325 1,110 15.38 1,106 35.58 0.1232
2023-11-14 2023-09-30 13F FISERV COM 337738108 7,215 -321 -4.26 815 -14.21 0.1015
2023-08-14 2023-06-30 13F FISERV COM 337738108 7,536 18 0.24 951 11.90 0.1214
2023-05-16 2023-03-31 13F FISERV COM 337738108 7,518 56 0.75 850 12.60 0.1125
2023-02-24 2022-12-31 13F FISERV COM 337738108 7,462 180 2.47 754 10.72 0.1044
2022-11-03 2022-09-30 13F FISERV COM 337738108 7,282 4,000 121.88 681 133.22 0.1074
2022-08-22 2022-06-30 13F FISERV COM 337738108 3,282 1,437 77.89 292 56.15 0.0442
2022-05-12 2022-03-31 13F FISERV COM 337738108 1,845 64 3.59 187 1.08 0.0249
2022-02-08 2021-12-31 13F FISERV COM 337738108 1,781 264 17.40 185 12.12 0.0235
2021-11-05 2021-09-30 13F FISERV COM 337738108 1,517 351 30.10 165 32.00 0.0226
2021-08-02 2021-06-30 13F FISERV COM 337738108 1,166 1,166 125 0.0170
2020-05-13 2020-03-31 13F FISERV COM 337738108 0 -59 -100.00 0 -100.00
2020-02-07 2019-12-31 13F FISERV COM 337738108 59 0 0.00 7 16.67 0.0020
2019-11-01 2019-09-30 13F FISERV COM 337738108 59 0 0.00 6 20.00 0.0018
2019-08-08 2019-06-30 13F FISERV COM 337738108 59 0 0.00 5 25.00 0.0017
2019-02-06 2018-12-31 13F FISERV COM 337738108 59 59 0.00 4 -20.00 0.0016
2018-11-05 2018-09-30 13F FISERV INC COM COM 337738108 0 -95 -100.00 0 -100.00
2018-08-21 2018-06-30 13F FISERV INC COM COM 337738108 95 8 9.20 7 16.67 0.0031
2018-05-14 2018-03-31 13F FISERV INC COM COM 337738108 87 53 155.88 6 50.00 0.0031
2018-02-15 2017-12-31 13F FISERV INC COM COM 337738108 34 0 0.00 4 0.00 0.0017
2017-11-15 2017-09-30 13F FISERV INC COM COM 337738108 34 5 17.24 4 0.00 0.0019
2017-08-14 2017-06-30 13F FISERV INC COM COM 337738108 29 0 0.00 4 33.33 0.0019
2017-05-11 2017-03-31 13F FISERV INC COM COM 337738108 29 0 0.00 3 0.00 0.0014
2017-02-14 2016-12-31 13F FISERV INC COM COM 337738108 29 29 3 0.0015
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.