LC
FISV

Lindbrook Capital’s Fiserv Inc FISV Stock Holding History

Lindbrook Capital’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
Q1 		$1.97M Sell
8,907
-3,033
-25% -$664K 0.18% 76
2024
Q4 		$2.45M Buy
11,940
+31
+0.3% +$6.33K 0.22% 62
2024
Q3 		$2.14M Buy
11,909
+3,063
+35% +$505K 0.19% 76
2024
Q2 		$1.32M Buy
8,846
+3,010
+52% +$456K 0.12% 103
2024
Q1 		$933K Sell
5,836
-69
-1% -$10K 0.09% 142
2023
Q4 		$784K Buy
5,905
+567
+11% +$69.6K 0.08% 148
2023
Q3 		$603K Buy
5,338
+127
+2% +$15.6K 0.07% 159
2023
Q2 		$657K Sell
5,211
-9
-0.2% -$1.06K 0.07% 159
2023
Q1 		$590K Sell
5,220
-4,559
-47% -$502K 0.07% 155
2022
Q4 		$988K Buy
9,779
+5,443
+126% +$542K 0.12% 118
2022
Q3 		$406K Buy
4,336
+165
+4% +$16.8K 0.07% 173
2022
Q2 		$371K Buy
4,171
+3,093
+287% +$300K 0.06% 188
2022
Q1 		$109K Buy
1,078
+127
+13% +$12.9K 0.02% 438
2021
Q4 		$99K Buy
951
+111
+13% +$11.5K 0.02% 496
2021
Q3 		$91K Buy
840
+26
+3% +$2.9K 0.02% 282
2021
Q2 		$87K Buy
814
+4
+0.5% +$465 0.02% 316
2021
Q1 		$96K Buy
810
+51
+7% +$5.85K 0.02% 282
2020
Q4 		$86K Buy
759
+5
+0.7% +$539 0.02% 267
2020
Q3 		$78K Buy
754
+81
+12% +$8.07K 0.02% 254
2020
Q2 		$66K Sell
673
-15
-2% -$1.51K 0.02% 294
2020
Q1 		$65K Sell
688
-458
-40% -$50.9K 0.02% 259
2019
Q4 		$133K Hold
1,146
– – 0.05% 203
2019
Q3 		$119K Buy
1,146
+70
+7% +$7.15K 0.04% 205
2019
Q2 		$98K Buy
1,076
+25
+2% +$2.19K 0.04% 235
2019
Q1 		$92K Buy
1,051
+61
+6% +$5.03K 0.04% 239
2018
Q4 		$72K Buy
+990
New +$76.5K 0.04% 252

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Lindbrook Capital's FISV Position: Q1 2025 in Review

Lindbrook Capital reduced its Fiserv Inc (FISV) stake by 25% in Q1 2025, selling an estimated $664K and leaving 8,907 shares worth $1.97M. The position accounts for 0.18% of the portfolio, ranked #76.

Lindbrook Capital first reported a position in FISV in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.45M in Q4 2024. 1,936 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Lindbrook Capital held 8,907 shares of Fiserv Inc worth $1.97M as of Q1 2025.
  • Lindbrook Capital sold 3,033 Fiserv Inc shares in Q1 2025, an estimated $664K.
  • Fiserv Inc made up 0.18% of Lindbrook Capital's portfolio in Q1 2025, its #76 holding.
  • Lindbrook Capital first reported a position in Fiserv Inc in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Fiserv Inc position peaked at $2.45M in Q4 2024.
  • 1,936 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.