CS
FISV

Credential Securities’s Fiserv Inc FISV Stock Holding History

Credential 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
2018
Q2 		$987K Sell
13,319
-726
-5% -$52.7K 0.22% 69
2018
Q1 		$1M Sell
14,045
-145
-1% -$10.2K 0.24% 73
2017
Q4 		$931K Sell
14,190
-32
-0.2% -$2.07K 0.23% 80
2017
Q3 		$917K Buy
14,222
+990
+7% +$61.5K 0.25% 80
2017
Q2 		$805K Buy
13,232
+1,106
+9% +$66.9K 0.25% 84
2017
Q1 		$699K Buy
12,126
+456
+4% +$25.6K 0.24% 99
2016
Q4 		$620K Buy
11,670
+782
+7% +$40.2K 0.25% 100
2016
Q3 		$542K Buy
10,888
+866
+9% +$45.4K 0.25% 107
2016
Q2 		$545K Buy
10,022
+592
+6% +$30.5K 0.28% 105
2016
Q1 		$484K Sell
9,430
-25,630
-73% -$1.22M 0.28% 108
2015
Q4 		$1.6M Buy
35,060
+1,944
+6% +$91.3K 1.05% 22
2015
Q3 		$1.43M Buy
33,116
+1,772
+6% +$76.7K 1% 22
2015
Q2 		$1.3M Buy
31,344
+2,524
+9% +$101K 0.82% 31
2015
Q1 		$1.14M Buy
28,820
+1,666
+6% +$63.5K 0.74% 32
2014
Q4 		$964K Buy
27,154
+2,700
+11% +$92.4K 0.62% 41
2014
Q3 		$789K Buy
24,454
+1,678
+7% +$53K 0.53% 49
2014
Q2 		$687K Buy
22,776
+1,732
+8% +$51.3K 0.46% 64
2014
Q1 		$596K Buy
+21,044
New +$602K 0.45% 58

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Credential Securities's FISV Position: Q2 2018 in Review

Credential Securities reduced its Fiserv Inc (FISV) stake by 5.2% in Q2 2018, selling an estimated $52.7K and leaving 13,319 shares worth $987K. The position accounts for 0.22% of the portfolio, ranked #69.

Credential Securities first reported a position in FISV in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.6M in Q4 2015. 883 funds tracked by Wall St. Rank hold FISV as of Q2 2018.

  • Credential Securities held 13,319 shares of Fiserv Inc worth $987K as of Q2 2018.
  • Credential Securities sold 726 Fiserv Inc shares in Q2 2018, an estimated $52.7K.
  • Fiserv Inc made up 0.22% of Credential Securities's portfolio in Q2 2018, its #69 holding.
  • Credential Securities first reported a position in Fiserv Inc in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Fiserv Inc position peaked at $1.6M in Q4 2015.
  • 883 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.