LWM
FISV

Lionsbridge Wealth Management’s Fiserv Inc FISV Stock Holding History

Lionsbridge Wealth Management’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
Q2 		– Sell
-6,673
Closed -$1.47M – 63
2025
Q1 		$1.47M Sell
6,673
-1,520
-19% -$333K 1.31% 29
2024
Q4 		$1.68M Sell
8,193
-788
-9% -$161K 1.41% 28
2024
Q3 		$1.61M Sell
8,981
-314
-3% -$51.8K 1.27% 29
2024
Q2 		$1.39M Sell
9,295
-48
-0.5% -$7.27K 1.11% 28
2024
Q1 		$1.49M Sell
9,343
-183
-2% -$26.7K 1.16% 30
2023
Q4 		$1.27M Sell
9,526
-212
-2% -$26K 1.01% 32
2023
Q3 		$1.1M Buy
9,738
+18
+0.2% +$2.22K 1.04% 31
2023
Q2 		$1.23M Sell
9,720
-378
-4% -$44.5K 1.1% 29
2023
Q1 		$1.14M Sell
10,098
-606
-6% -$66.7K 1.05% 35
2022
Q4 		$1.08M Buy
10,704
+119
+1% +$11.9K 1.05% 33
2022
Q3 		$990K Sell
10,585
-5
-0% -$510 1.42% 23
2022
Q2 		$942K Sell
10,590
-677
-6% -$65.7K 1.09% 31
2022
Q1 		$1.14M Sell
11,267
-335
-3% -$33.9K 1.32% 40
2021
Q4 		$1.2M Sell
11,602
-321
-3% -$33.2K 1.29% 42
2021
Q3 		$1.29M Sell
11,923
-90
-0.7% -$10.1K 1.4% 41
2021
Q2 		$1.28M Sell
12,013
-564
-4% -$65.6K 1.37% 42
2021
Q1 		$1.5M Buy
12,577
+434
+4% +$49.8K 1.46% 25
2020
Q4 		$1.38M Buy
12,143
+309
+3% +$33.3K 1.49% 26
2020
Q3 		$1.22M Buy
11,834
+187
+2% +$18.6K 1.47% 25
2020
Q2 		$1.14M Buy
11,647
+75
+0.6% +$7.55K 1.28% 26
2020
Q1 		$1.1M Sell
11,572
-594
-5% -$66K 1.31% 15
2019
Q4 		$1.42M Buy
+12,166
New +$1.34M 1.32% 20

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lionsbridge Wealth Management's FISV Position: Q2 2025 in Review

Lionsbridge Wealth Management sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 6,673 shares — an estimated $1.47M sold.

Lionsbridge Wealth Management first reported a position in FISV in Q4 2019 and held it in 22 quarters. The position peaked at $1.68M in Q4 2024. 1,843 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Lionsbridge Wealth Management reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 6,673 Fiserv Inc shares in Q2 2025, an estimated $1.47M.
  • Lionsbridge Wealth Management first reported a position in Fiserv Inc in Q4 2019 and held it in 22 quarters.
  • Lionsbridge Wealth Management's Fiserv Inc position peaked at $1.68M in Q4 2024.
  • 1,843 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.