LAIC
FISV

Lederer & Associates Investment Counsel’s Fiserv Inc FISV Stock Holding History

Lederer & Associates Investment Counsel’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
2026
Q1 		– Sell
-9,453
Closed -$635K – 85
2025
Q4 		$635K Sell
9,453
-1,395
-13% -$117K 0.43% 67
2025
Q3 		$1.4M Buy
10,848
+1,336
+14% +$191K 0.91% 39
2025
Q2 		$1.64M Buy
9,512
+1,743
+22% +$316K 1.09% 31
2025
Q1 		$1.72M Buy
7,769
+737
+10% +$161K 1.26% 26
2024
Q4 		$1.45M Sell
7,032
-1,188
-14% -$243K 1.01% 36
2024
Q3 		$1.48M Sell
8,220
-152
-2% -$25.1K 1.04% 33
2024
Q2 		$1.25M Sell
8,372
-400
-5% -$60.5K 0.9% 39
2024
Q1 		$1.4M Sell
8,772
-117
-1% -$17K 0.97% 35
2023
Q4 		$1.18M Sell
8,889
-152
-2% -$18.7K 0.87% 41
2023
Q3 		$1.02M Sell
9,041
-311
-3% -$38.3K 0.81% 45
2023
Q2 		$1.18M Sell
9,352
-269
-3% -$31.7K 0.89% 42
2023
Q1 		$1.09M Sell
9,621
-31
-0.3% -$3.41K 0.84% 46
2022
Q4 		$976K Sell
9,652
-309
-3% -$30.8K 0.8% 47
2022
Q3 		$932K Sell
9,961
-91
-0.9% -$9.27K 0.79% 49
2022
Q2 		$894K Sell
10,052
-59
-0.6% -$5.72K 0.69% 59
2022
Q1 		$1.02M Sell
10,111
-440
-4% -$44.5K 0.63% 58
2021
Q4 		$1.09M Sell
10,551
-2,196
-17% -$227K 0.63% 55
2021
Q3 		$1.38M Sell
12,747
-40
-0.3% -$4.47K 0.89% 42
2021
Q2 		$1.37M Buy
12,787
+490
+4% +$57K 0.91% 43
2021
Q1 		$1.46M Buy
12,297
+297
+2% +$34.1K 1.03% 39
2020
Q4 		$1.37M Buy
12,000
+495
+4% +$53.3K 1.05% 39
2020
Q3 		$1.19M Buy
11,505
+5,935
+107% +$591K 0.99% 40
2020
Q2 		$544K Buy
+5,570
New +$561K 0.51% 57

Other funds holding FISV

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lederer & Associates Investment Counsel's FISV Position: Q1 2026 in Review

Lederer & Associates Investment Counsel sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 9,453 shares — an estimated $635K sold.

Lederer & Associates Investment Counsel first reported a position in FISV in Q2 2020 and held it in 23 quarters. The position peaked at $1.72M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Lederer & Associates Investment Counsel reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 9,453 Fiserv Inc shares in Q1 2026, an estimated $635K.
  • Lederer & Associates Investment Counsel first reported a position in Fiserv Inc in Q2 2020 and held it in 23 quarters.
  • Lederer & Associates Investment Counsel's Fiserv Inc position peaked at $1.72M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q1 2026, filed 24 Apr 2026.