LIA
FISV

Limestone Investment Advisors’s Fiserv Inc FISV Stock Holding History

Limestone Investment 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
2026
Q1 		– Sell
-6,000
Closed -$403K – 461
2025
Q4 		$403K Buy
6,000
+1,400
+30% +$117K 0.04% 256
2025
Q3 		$593K Sell
4,600
-10,000
-68% -$1.43M 0.05% 255
2025
Q2 		$2.52M Buy
+14,600
New +$2.65M 0.22% 96

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Limestone Investment Advisors's FISV Position: Q4 2025 in Review

Limestone Investment Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,000 shares — an estimated $167K sold.

Limestone Investment Advisors first reported a position in FISV in Q3 2025 and held it in 1 quarter. The position peaked at $258K in Q3 2025. 1,394 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Limestone Investment Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Limestone Investment Advisors sold 2,000 Fiserv Inc shares in Q4 2025, an estimated $167K.
  • Limestone Investment Advisors first reported a position in Fiserv Inc in Q3 2025 and held it in 1 quarter.
  • Limestone Investment Advisors's Fiserv Inc position peaked at $258K in Q3 2025.
  • 1,394 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Limestone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.