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 | $2.62M | Buy |
46,900
+14,900
| +47% | +$922K | ﹤0.01% | 571 |
|
|
2025
Q4 | $2.15M | Sell |
32,000
-26,800
| -46% | -$2.24M | ﹤0.01% | 600 |
|
|
2025
Q3 | $7.58M | Buy |
58,800
+8,700
| +17% | +$1.25M | 0.01% | 369 |
|
|
2025
Q2 | $8.64M | Sell |
50,100
-30,000
| -37% | -$5.44M | 0.02% | 276 |
|
|
2025
Q1 | $17.7M | Sell |
80,100
-14,600
| -15% | -$3.2M | 0.05% | 193 |
|
|
2024
Q4 | $19.5M | Buy |
94,700
+38,400
| +68% | +$7.84M | 0.05% | 221 |
|
|
2024
Q3 | $10.1M | Buy |
56,300
+9,500
| +20% | +$1.57M | 0.03% | 298 |
|
|
2024
Q2 | $6.98M | Buy |
46,800
+8,200
| +21% | +$1.24M | 0.02% | 375 |
|
|
2024
Q1 | $6.17M | Sell |
38,600
-127,700
| -77% | -$18.6M | 0.02% | 377 |
|
|
2023
Q4 | $22.1M | Buy |
166,300
+37,000
| +29% | +$4.54M | 0.07% | 190 |
|
|
2023
Q3 | $14.6M | Buy |
129,300
+5,800
| +5% | +$714K | 0.07% | 212 |
|
|
2023
Q2 | $15.6M | Buy |
123,500
+1,900
| +2% | +$224K | 0.08% | 175 |
|
|
2023
Q1 | $13.7M | Buy |
121,600
+800
| +0.7% | +$88K | 0.07% | 198 |
|
|
2022
Q4 | $12.2M | Buy |
120,800
+3,100
| +3% | +$309K | 0.09% | 190 |
|
|
2022
Q3 | $11M | Sell |
117,700
-20,200
| -15% | -$2.06M | 0.07% | 212 |
|
|
2022
Q2 | $12.3M | Sell |
137,900
-135,500
| -50% | -$13.1M | 0.06% | 217 |
|
|
2022
Q1 | $27.7M | Sell |
273,400
-292,300
| -52% | -$29.6M | 0.08% | 199 |
|
|
2021
Q4 | $58.7M | Buy |
565,700
+90,800
| +19% | +$9.39M | 0.1% | 172 |
|
|
2021
Q3 | $51.5M | Sell |
474,900
-32,600
| -6% | -$3.64M | 0.1% | 174 |
|
|
2021
Q2 | $54.2M | Buy |
507,500
+56,200
| +12% | +$6.53M | 0.12% | 151 |
|
|
2021
Q1 | $53.7M | Buy |
451,300
+182,900
| +68% | +$21M | 0.16% | 130 |
|
|
2020
Q4 | $30.6M | Buy |
268,400
+84,600
| +46% | +$9.12M | 0.1% | 167 |
|
|
2020
Q3 | $18.9M | Buy |
183,800
+27,800
| +18% | +$2.77M | 0.1% | 179 |
|
|
2020
Q2 | $15.2M | Buy |
156,000
+116,300
| +293% | +$11.7M | 0.1% | 173 |
|
|
2020
Q1 | $3.77M | Sell |
39,700
-85,400
| -68% | -$9.49M | 0.06% | 349 |
|
|
2019
Q4 | $14.5M | Buy |
125,100
+43,500
| +53% | +$4.8M | 0.08% | 265 |
|
|
2019
Q3 | $8.45M | Buy |
81,600
+49,000
| +150% | +$5M | 0.06% | 315 |
|
|
2019
Q2 | $2.97M | Buy |
32,600
+20,000
| +159% | +$1.75M | 0.02% | 625 |
|
|
2019
Q1 | $1.11M | Buy |
+12,600
| New | +$1.04M | 0.01% | 777 |
|
|
2018
Q4 | – | Sell |
-3,700
| Closed | -$305K | – | 1283 |
|
|
2018
Q3 | $305K | Buy |
3,700
+1,600
| +76% | +$126K | ﹤0.01% | 913 |
|
|
2018
Q2 | $156K | Buy |
+2,100
| New | +$152K | ﹤0.01% | 604 |
|
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.