Moody Lynn & Lieberson’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,958
| Closed | -$381K | – | 269 |
|
|
2025
Q3 | $381K | Sell |
2,958
-1,466
| -33% | -$210K | 0.02% | 195 |
|
|
2025
Q2 | $763K | Buy |
4,424
+39
| +0.9% | +$7.07K | 0.04% | 137 |
|
|
2025
Q1 | $968K | Hold |
4,385
| – | – | 0.06% | 120 |
|
|
2024
Q4 | $901K | Hold |
4,385
| – | – | 0.06% | 121 |
|
|
2024
Q3 | $788K | Buy |
4,385
+905
| +26% | +$149K | 0.05% | 142 |
|
|
2024
Q2 | $519K | Hold |
3,480
| – | – | 0.03% | 159 |
|
|
2024
Q1 | $556K | Hold |
3,480
| – | – | 0.04% | 150 |
|
|
2023
Q4 | $462K | Hold |
3,480
| – | – | 0.04% | 164 |
|
|
2023
Q3 | $393K | Hold |
3,480
| – | – | 0.03% | 159 |
|
|
2023
Q2 | $439K | Hold |
3,480
| – | – | 0.04% | 162 |
|
|
2023
Q1 | $393K | Hold |
3,480
| – | – | 0.04% | 172 |
|
|
2022
Q4 | $351K | Hold |
3,480
| – | – | 0.03% | 188 |
|
|
2022
Q3 | $326K | Sell |
3,480
-30
| -0.9% | -$3.06K | 0.03% | 182 |
|
|
2022
Q2 | $312K | Hold |
3,510
| – | – | 0.03% | 189 |
|
|
2022
Q1 | $356K | Hold |
3,510
| – | – | 0.03% | 186 |
|
|
2021
Q4 | $364K | Sell |
3,510
-684
| -16% | -$70.7K | 0.02% | 191 |
|
|
2021
Q3 | $455K | Hold |
4,194
| – | – | 0.03% | 163 |
|
|
2021
Q2 | $448K | Hold |
4,194
| – | – | 0.03% | 162 |
|
|
2021
Q1 | $499K | Hold |
4,194
| – | – | 0.04% | 156 |
|
|
2020
Q4 | $478K | Hold |
4,194
| – | – | 0.04% | 149 |
|
|
2020
Q3 | $432K | Sell |
4,194
-23
| -0.5% | -$2.29K | 0.04% | 143 |
|
|
2020
Q2 | $412K | Hold |
4,217
| – | – | 0.04% | 136 |
|
|
2020
Q1 | $401K | Sell |
4,217
-37,060
| -90% | -$4.12M | 0.06% | 119 |
|
|
2019
Q4 | $4.77M | Sell |
41,277
-3,850
| -9% | -$425K | 0.46% | 61 |
|
|
2019
Q3 | $4.67M | Buy |
45,127
+37
| +0.1% | +$3.78K | 0.52% | 61 |
|
|
2019
Q2 | $4.11M | Buy |
+45,090
| New | +$3.95M | 0.45% | 57 |
|
|
2016
Q4 | – | Sell |
-15,860
| Closed | -$789K | – | 175 |
|
|
2016
Q3 | $789K | Sell |
15,860
-67,770
| -81% | -$3.55M | 0.13% | 90 |
|
|
2016
Q2 | $4.55M | Sell |
83,630
-296
| -0.4% | -$15.2K | 0.81% | 43 |
|
|
2016
Q1 | $4.3M | Sell |
83,926
-48,000
| -36% | -$2.28M | 0.68% | 55 |
|
|
2015
Q4 | $6.03M | Buy |
131,926
+61,180
| +86% | +$2.87M | 0.95% | 42 |
|
|
2015
Q3 | $3.06M | Hold |
70,746
| – | – | 0.59% | 55 |
|
|
2015
Q2 | $2.93M | Sell |
70,746
-1,300
| -2% | -$52.3K | 0.47% | 62 |
|
|
2015
Q1 | $2.86M | Hold |
72,046
| – | – | 0.46% | 61 |
|
|
2014
Q4 | $2.56M | Sell |
72,046
-11,020
| -13% | -$377K | 0.36% | 72 |
|
|
2014
Q3 | $2.68M | Sell |
83,066
-1,340
| -2% | -$42.4K | 0.4% | 67 |
|
|
2014
Q2 | $2.55M | Sell |
84,406
-1,240
| -1% | -$36.8K | 0.35% | 78 |
|
|
2014
Q1 | $2.43M | Sell |
85,646
-18,514
| -18% | -$530K | 0.35% | 80 |
|
|
2013
Q4 | $3.08M | Buy |
104,160
+9,540
| +10% | +$257K | 0.42% | 79 |
|
|
2013
Q3 | $2.39M | Buy |
94,620
+11,100
| +13% | +$268K | 0.37% | 81 |
|
|
2013
Q2 | $1.82M | Buy |
+83,520
| New | +$1.83M | 0.32% | 80 |
|
Other funds holding FISV
Moody Lynn & Lieberson's FISV Position: Q4 2025 in Review
Moody Lynn & Lieberson sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,958 shares — an estimated $381K sold.
Moody Lynn & Lieberson first reported a position in FISV in Q2 2013 and held it in 40 quarters. The position peaked at $6.03M in Q4 2015. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.
- Moody Lynn & Lieberson reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
- Moody Lynn & Lieberson sold 2,958 Fiserv Inc shares in Q4 2025, an estimated $381K.
- Moody Lynn & Lieberson first reported a position in Fiserv Inc in Q2 2013 and held it in 40 quarters.
- Moody Lynn & Lieberson's Fiserv Inc position peaked at $6.03M in Q4 2015.
- 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.
Based on Moody Lynn & Lieberson's 13F filing for Q4 2025, filed 15 Jan 2026.