ECG
FISV

Edge Capital Group’s Fiserv Inc FISV Stock Holding History

Edge Capital Group’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
Q4 		$373K Hold
1,816
– – 0.02% 242
2024
Q3 		$326K Hold
1,816
– – 0.01% 257
2024
Q2 		$271K Hold
1,816
– – 0.01% 276
2024
Q1 		$290K Hold
1,816
– – 0.01% 264
2023
Q4 		$241K Sell
1,816
-20
-1% -$2.45K 0.01% 276
2023
Q3 		$207K Hold
1,836
– – 0.01% 272
2023
Q2 		$232K Sell
1,836
-724
-28% -$85.2K 0.01% 284
2023
Q1 		$289K Buy
+2,560
New +$282K 0.02% 259

Other funds holding FISV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Edge Capital Group's FISV Position: Q4 2024 in Review

Edge Capital Group held its Fiserv Inc (FISV) position steady in Q4 2024 at 1,816 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #242.

Edge Capital Group first reported a position in FISV in Q1 2023 and has held it in 8 quarters since. 1,897 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Edge Capital Group held 1,816 shares of Fiserv Inc worth $373K as of Q4 2024.
  • Edge Capital Group left its Fiserv Inc share count unchanged in Q4 2024.
  • Fiserv Inc made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #242 holding.
  • Edge Capital Group first reported a position in Fiserv Inc in Q1 2023 and has held it in 8 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.