CQS
FISV

Credential Qtrade Securities’s Fiserv Inc FISV Stock Holding History

Credential Qtrade Securities’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
Q1 		$1.82M Sell
11,409
-197
-2% -$28.7K 0.1% 92
2023
Q4 		$1.54M Sell
11,606
-766
-6% -$94K 0.09% 99
2023
Q3 		$1.4M Sell
12,372
-389
-3% -$47.9K 0.09% 109
2023
Q2 		$1.61M Sell
12,761
-2,704
-17% -$318K 0.1% 101
2023
Q1 		$1.75M Sell
15,465
-769
-5% -$84.6K 0.12% 95
2022
Q4 		$1.64M Sell
16,234
-230
-1% -$22.9K 0.12% 91
2022
Q3 		$1.54M Sell
16,464
-296
-2% -$30.2K 0.12% 90
2022
Q2 		$1.49M Buy
16,760
+214
+1% +$20.8K 0.11% 94
2022
Q1 		$1.68M Buy
16,546
+703
+4% +$71.2K 0.11% 92
2021
Q4 		$1.64M Buy
15,843
+640
+4% +$66.2K 0.11% 90
2021
Q3 		$1.65M Buy
15,203
+1,310
+9% +$146K 0.13% 84
2021
Q2 		$1.49M Buy
13,893
+423
+3% +$49.2K 0.12% 94
2021
Q1 		$1.6M Buy
13,470
+241
+2% +$27.7K 0.14% 79
2020
Q4 		$1.51M Buy
13,229
+12
+0.1% +$1.29K 0.16% 80
2020
Q3 		$1.36M Buy
13,217
+229
+2% +$22.8K 0.16% 81
2020
Q2 		$1.27M Buy
12,988
+357
+3% +$35.9K 0.17% 81
2020
Q1 		$1.2M Sell
12,631
-56
-0.4% -$6.22K 0.2% 73
2019
Q4 		$1.47M Sell
12,687
-178
-1% -$19.7K 0.2% 69
2019
Q3 		$1.33M Sell
12,865
-28
-0.2% -$2.86K 0.21% 67
2019
Q2 		$1.18M Sell
12,893
-802
-6% -$70.3K 0.19% 73
2019
Q1 		$1.21M Buy
13,695
+132
+1% +$10.9K 0.22% 65
2018
Q4 		$997K Sell
13,563
-90
-0.7% -$6.96K 0.22% 66
2018
Q3 		$1.12M Buy
+13,653
New +$1.07M 0.23% 66

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Credential Qtrade Securities's FISV Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Fiserv Inc (FISV) stake by 1.7% in Q1 2024, selling an estimated $28.7K and leaving 11,409 shares worth $1.82M. The position accounts for 0.1% of the portfolio, ranked #92.

Credential Qtrade Securities first reported a position in FISV in Q3 2018 and has held it in 23 quarters since. 1,645 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • Credential Qtrade Securities held 11,409 shares of Fiserv Inc worth $1.82M as of Q1 2024.
  • Credential Qtrade Securities sold 197 Fiserv Inc shares in Q1 2024, an estimated $28.7K.
  • Fiserv Inc made up 0.1% of Credential Qtrade Securities's portfolio in Q1 2024, its #92 holding.
  • Credential Qtrade Securities first reported a position in Fiserv Inc in Q3 2018 and has held it in 23 quarters since.
  • 1,645 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.