Capstone Investment Advisors’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $438K | Sell |
7,855
-26,630
| -77% | -$1.65M | ﹤0.01% | 1204 |
|
|
2025
Q4 | $2.32M | Buy |
34,485
+2,446
| +8% | +$205K | ﹤0.01% | 575 |
|
|
2025
Q3 | $4.13M | Buy |
32,039
+20,435
| +176% | +$2.93M | 0.01% | 528 |
|
|
2025
Q2 | $2M | Buy |
11,604
+6,990
| +151% | +$1.27M | 0.01% | 642 |
|
|
2025
Q1 | $1.02M | Buy |
4,614
+4,436
| +2,492% | +$971K | ﹤0.01% | 881 |
|
|
2024
Q4 | $36.6K | Sell |
178
-1,552
| -90% | -$317K | ﹤0.01% | 1775 |
|
|
2024
Q3 | $311K | Buy |
+1,730
| New | +$285K | ﹤0.01% | 1403 |
|
|
2024
Q1 | – | Sell |
-1,839
| Closed | -$268K | – | 2401 |
|
|
2023
Q4 | $244K | Sell |
1,839
-20,708
| -92% | -$2.54M | ﹤0.01% | 1696 |
|
|
2023
Q3 | $2.55M | Buy |
22,547
+22,012
| +4,114% | +$2.71M | 0.01% | 640 |
|
|
2023
Q2 | $67.5K | Sell |
535
-3,590
| -87% | -$423K | ﹤0.01% | 1745 |
|
|
2023
Q1 | $466K | Sell |
4,125
-19,732
| -83% | -$2.17M | ﹤0.01% | 1033 |
|
|
2022
Q4 | $2.41M | Sell |
23,857
-12,785
| -35% | -$1.27M | 0.02% | 643 |
|
|
2022
Q3 | $3.43M | Buy |
36,642
+1,891
| +5% | +$193K | 0.02% | 527 |
|
|
2022
Q2 | $3.09M | Buy |
34,751
+32,339
| +1,341% | +$3.14M | 0.02% | 585 |
|
|
2022
Q1 | $245K | Sell |
2,412
-156,003
| -98% | -$15.8M | ﹤0.01% | 1631 |
|
|
2021
Q4 | $16.4M | Buy |
158,415
+85,221
| +116% | +$8.81M | 0.03% | 481 |
|
|
2021
Q3 | $7.94M | Sell |
73,194
-44,676
| -38% | -$4.99M | 0.02% | 692 |
|
|
2021
Q2 | $12.6M | Buy |
+117,870
| New | +$13.7M | 0.03% | 465 |
|
|
2020
Q3 | – | Sell |
-14,769
| Closed | -$1.47M | – | 1406 |
|
|
2020
Q2 | $1.44M | Buy |
+14,769
| New | +$1.49M | 0.01% | 812 |
|
|
2020
Q1 | – | Sell |
-26,851
| Closed | -$2.98M | – | 1219 |
|
|
2019
Q4 | $3.1M | Buy |
26,851
+21,271
| +381% | +$2.35M | 0.02% | 714 |
|
|
2019
Q3 | $578K | Buy |
+5,580
| New | +$570K | ﹤0.01% | 1059 |
|
|
2018
Q4 | – | Sell |
-215
| Closed | -$18K | – | 1282 |
|
|
2018
Q3 | $18K | Sell |
215
-405
| -65% | -$31.8K | ﹤0.01% | 1248 |
|
|
2018
Q2 | $46K | Buy |
+620
| New | +$45K | ﹤0.01% | 654 |
|
|
2017
Q2 | – | Sell |
-19,656
| Closed | -$1.13M | – | 727 |
|
|
2017
Q1 | $1.13M | Buy |
+19,656
| New | +$1.1M | 0.03% | 394 |
|
|
2016
Q4 | – | Sell |
-13,256
| Closed | -$659K | – | 989 |
|
|
2016
Q3 | $659K | Sell |
13,256
-62,738
| -83% | -$3.29M | 0.01% | 463 |
|
|
2016
Q2 | $4.13M | Buy |
75,994
+36,800
| +94% | +$1.89M | 0.08% | 157 |
|
|
2016
Q1 | $2.01M | Buy |
39,194
+5,420
| +16% | +$257K | 0.06% | 186 |
|
|
2015
Q4 | $1.54M | Buy |
+33,774
| New | +$1.59M | 0.04% | 194 |
|
Other funds holding FISV
VCM
VPM
Capstone Investment Advisors's FISV Position: Q1 2026 in Review
Capstone Investment Advisors reduced its Fiserv Inc (FISV) stake by 77% in Q1 2026, selling an estimated $1.65M and leaving 7,855 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.
Capstone Investment Advisors first reported a position in FISV in Q4 2015 and has held it in 28 quarters since. The position peaked at $16.4M in Q4 2021. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.
- Capstone Investment Advisors held 7,855 shares of Fiserv Inc worth $438K as of Q1 2026.
- Capstone Investment Advisors sold 26,630 Fiserv Inc shares in Q1 2026, an estimated $1.65M.
- Fiserv Inc made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1204 holding.
- Capstone Investment Advisors first reported a position in Fiserv Inc in Q4 2015 and has held it in 28 quarters since.
- Capstone Investment Advisors's Fiserv Inc position peaked at $16.4M in Q4 2021.
- 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.