LGA
FISV

Lebenthal Global Advisors’s Fiserv Inc FISV Stock Holding History

Lebenthal Global Advisors’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
2025
Q4 		– Sell
-7,226
Closed -$932K – 197
2025
Q3 		$932K Buy
7,226
+96
+1% +$13.8K 0.16% 95
2025
Q2 		$1.23M Sell
7,130
-204
-3% -$37K 0.23% 70
2025
Q1 		$1.62M Sell
7,334
-1,189
-14% -$260K 0.3% 41
2024
Q4 		$1.75M Buy
8,523
+95
+1% +$19.4K 0.32% 47
2024
Q3 		$1.51M Sell
8,428
-31
-0.4% -$5.11K 0.31% 46
2024
Q2 		$1.26M Sell
8,459
-214
-2% -$32.4K 0.28% 46
2024
Q1 		$1.39M Buy
8,673
+20
+0.2% +$2.91K 0.31% 39
2023
Q4 		$1.15M Buy
8,653
+672
+8% +$82.5K 0.27% 44
2023
Q3 		$902K Sell
7,981
-385
-5% -$47.4K 0.27% 42
2023
Q2 		$1.06M Sell
8,366
-356
-4% -$41.9K 0.31% 31
2023
Q1 		$986K Sell
8,722
-319
-4% -$35.1K 0.3% 30
2022
Q4 		$914K Buy
9,041
+2,754
+44% +$274K 0.3% 28
2022
Q3 		$588K Hold
6,287
– – 0.27% 45
2022
Q2 		$559K Buy
6,287
+2,620
+71% +$254K 0.27% 59
2022
Q1 		$371K Buy
3,667
+811
+28% +$82.1K 0.16% 104
2021
Q4 		$296K Buy
+2,856
New +$295K 0.12% 126

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Lebenthal Global Advisors's FISV Position: Q4 2025 in Review

Lebenthal Global Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 7,226 shares — an estimated $932K sold.

Lebenthal Global Advisors first reported a position in FISV in Q4 2021 and held it in 16 quarters. The position peaked at $1.75M in Q4 2024. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Lebenthal Global Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 7,226 Fiserv Inc shares in Q4 2025, an estimated $932K.
  • Lebenthal Global Advisors first reported a position in Fiserv Inc in Q4 2021 and held it in 16 quarters.
  • Lebenthal Global Advisors's Fiserv Inc position peaked at $1.75M in Q4 2024.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Lebenthal Global Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.