BCA
FISV

Bray Capital Advisors’s Fiserv Inc FISV Stock Holding History

Bray Capital Advisors’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
2024
Q4 		$2.05M Sell
9,983
-255
-2% -$52.1K 0.55% 52
2024
Q3 		$1.84M Sell
10,238
-660
-6% -$109K 0.45% 58
2024
Q2 		$1.62M Buy
10,898
+33
+0.3% +$5K 0.41% 62
2024
Q1 		$1.74M Sell
10,865
-143
-1% -$20.8K 0.44% 58
2023
Q4 		$1.46M Sell
11,008
-90
-0.8% -$11K 0.41% 62
2023
Q3 		$1.25M Sell
11,098
-400
-3% -$49.3K 0.38% 66
2023
Q2 		$1.45M Sell
11,498
-170
-1% -$20K 0.43% 57
2023
Q1 		$1.32M Buy
11,668
+1,234
+12% +$136K 0.39% 66
2022
Q4 		$1.05M Sell
10,434
-2,721
-21% -$271K 0.33% 72
2022
Q3 		$1.23M Buy
13,155
+74
+0.6% +$7.54K 0.39% 65
2022
Q2 		$1.16M Sell
13,081
-3,100
-19% -$301K 0.35% 69
2022
Q1 		$1.64M Sell
16,181
-1,407
-8% -$142K 0.42% 63
2021
Q4 		$1.82M Buy
17,588
+9,930
+130% +$1.03M 0.45% 60
2021
Q3 		$831K Buy
+7,658
New +$856K 0.21% 92

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bray Capital Advisors's FISV Position: Q4 2024 in Review

Bray Capital Advisors reduced its Fiserv Inc (FISV) stake by 2.5% in Q4 2024, selling an estimated $52.1K and leaving 9,983 shares worth $2.05M. The position accounts for 0.55% of the portfolio, ranked #52.

Bray Capital Advisors first reported a position in FISV in Q3 2021 and has held it in 14 quarters since. 1,897 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Bray Capital Advisors held 9,983 shares of Fiserv Inc worth $2.05M as of Q4 2024.
  • Bray Capital Advisors sold 255 Fiserv Inc shares in Q4 2024, an estimated $52.1K.
  • Fiserv Inc made up 0.55% of Bray Capital Advisors's portfolio in Q4 2024, its #52 holding.
  • Bray Capital Advisors first reported a position in Fiserv Inc in Q3 2021 and has held it in 14 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.