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 | $2.51M | Buy |
45,000
+1,200
| +3% | +$74.3K | ﹤0.01% | 582 |
|
|
2025
Q4 | $2.94M | Buy |
43,800
+29,800
| +213% | +$2.49M | 0.01% | 502 |
|
|
2025
Q3 | $1.81M | Buy |
14,000
+7,300
| +109% | +$1.05M | ﹤0.01% | 796 |
|
|
2025
Q2 | $1.16M | Sell |
6,700
-7,900
| -54% | -$1.43M | ﹤0.01% | 810 |
|
|
2025
Q1 | $3.22M | Sell |
14,600
-21,300
| -59% | -$4.66M | 0.01% | 560 |
|
|
2024
Q4 | $7.37M | Buy |
35,900
+8,900
| +33% | +$1.82M | 0.02% | 427 |
|
|
2024
Q3 | $4.85M | Buy |
27,000
+2,500
| +10% | +$412K | 0.01% | 467 |
|
|
2024
Q2 | $3.65M | Buy |
24,500
+800
| +3% | +$121K | 0.01% | 538 |
|
|
2024
Q1 | $3.79M | Sell |
23,700
-24,000
| -50% | -$3.5M | 0.01% | 541 |
|
|
2023
Q4 | $6.34M | Buy |
47,700
+17,900
| +60% | +$2.2M | 0.02% | 451 |
|
|
2023
Q3 | $3.37M | Buy |
29,800
+3,300
| +12% | +$406K | 0.02% | 545 |
|
|
2023
Q2 | $3.34M | Buy |
26,500
+4,800
| +22% | +$565K | 0.02% | 489 |
|
|
2023
Q1 | $2.45M | Sell |
21,700
-900
| -4% | -$99K | 0.01% | 535 |
|
|
2022
Q4 | $2.28M | Buy |
22,600
+4,500
| +25% | +$448K | 0.02% | 663 |
|
|
2022
Q3 | $1.69M | Sell |
18,100
-9,700
| -35% | -$988K | 0.01% | 826 |
|
|
2022
Q2 | $2.47M | Sell |
27,800
-55,600
| -67% | -$5.39M | 0.01% | 687 |
|
|
2022
Q1 | $8.46M | Sell |
83,400
-56,600
| -40% | -$5.73M | 0.02% | 518 |
|
|
2021
Q4 | $14.5M | Buy |
140,000
+9,700
| +7% | +$1M | 0.02% | 507 |
|
|
2021
Q3 | $14.1M | Sell |
130,300
-1,000
| -0.8% | -$112K | 0.03% | 514 |
|
|
2021
Q2 | $14M | Buy |
131,300
+25,700
| +24% | +$2.99M | 0.03% | 435 |
|
|
2021
Q1 | $12.6M | Buy |
105,600
+25,800
| +32% | +$2.96M | 0.04% | 405 |
|
|
2020
Q4 | $9.09M | Buy |
79,800
+15,600
| +24% | +$1.68M | 0.03% | 425 |
|
|
2020
Q3 | $6.62M | Buy |
64,200
+34,700
| +118% | +$3.46M | 0.03% | 433 |
|
|
2020
Q2 | $2.88M | Buy |
29,500
+18,700
| +173% | +$1.88M | 0.02% | 593 |
|
|
2020
Q1 | $1.03M | Sell |
10,800
-26,800
| -71% | -$2.98M | 0.02% | 706 |
|
|
2019
Q4 | $4.35M | Buy |
37,600
+2,800
| +8% | +$309K | 0.02% | 605 |
|
|
2019
Q3 | $3.6M | Buy |
34,800
+23,800
| +216% | +$2.43M | 0.02% | 555 |
|
|
2019
Q2 | $1M | Buy |
11,000
+3,800
| +53% | +$333K | 0.01% | 950 |
|
|
2019
Q1 | $636K | Buy |
+7,200
| New | +$594K | 0.01% | 943 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$16K | – | 1281 |
|
|
2018
Q3 | $16K | Buy |
+200
| New | +$15.7K | ﹤0.01% | 1252 |
|
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. 1,256 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.
- 1,256 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.