Newbridge Financial Services Group’s Fiserv Inc FISV Stock Holding History

Newbridge Financial Services Group’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	$10K	Hold	180	–	–	﹤0.01%	794
2025 Q4	$12.1K	Sell	180 -80	-31%	-$6.7K	﹤0.01%	748
2025 Q3	$33.5K	Hold	260	–	–	0.01%	607
2025 Q2	$44.8K	Hold	260	–	–	0.01%	526
2025 Q1	$57.4K	Hold	260	–	–	0.01%	344
2024 Q4	$53.4K	Buy	+260	New	+$53.1K	0.01%	390
2024 Q3	–	Sell	-260	Closed	-$38.8K	–	795
2024 Q2	$38.8K	Buy	260 +127	+95%	+$19.2K	0.01%	429
2024 Q1	$21.3K	Buy	+133	New	+$19.4K	0.01%	582
2023 Q4	–	Sell	-10	Closed	-$1.13K	–	1224
2023 Q3	$1.13K	Hold	10	–	–	﹤0.01%	1143
2023 Q2	$1.26K	Hold	10	–	–	﹤0.01%	1189
2023 Q1	$1.13K	Hold	10	–	–	﹤0.01%	1262
2022 Q4	$1.01K	Hold	10	–	–	﹤0.01%	1299
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	1291
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	1266
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	1373
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	1321
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	1255
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	1352
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	1269
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	1025
2020 Q3	$1K	Buy	+10	New	+$996	﹤0.01%	966

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newbridge Financial Services Group's FISV Position: Q1 2026 in Review

Newbridge Financial Services Group held its Fiserv Inc (FISV) position steady in Q1 2026 at 180 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Newbridge Financial Services Group first reported a position in FISV in Q3 2020 and has held it in 21 quarters since. The position peaked at $57.4K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Newbridge Financial Services Group held 180 shares of Fiserv Inc worth $10K as of Q1 2026.
Newbridge Financial Services Group left its Fiserv Inc share count unchanged in Q1 2026.
Fiserv Inc made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #794 holding.
Newbridge Financial Services Group first reported a position in Fiserv Inc in Q3 2020 and has held it in 21 quarters since.
Newbridge Financial Services Group's Fiserv Inc position peaked at $57.4K in Q1 2025.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.