SEC 13F Intelligence

Lionsbridge Wealth Management LLC / FISV

Lionsbridge Wealth Management LLC’s Fiserv Inc Position

Does Lionsbridge Wealth Management LLC own Fiserv Inc (FISV)? Not currently — the last reported position was 6.7K shares worth $1M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q1 2025
Shares
6.7K
% of Portfolio
+1.31%
Quarters Held
21
position exited

Position History FISV

Reported value by quarter
Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ3 ’20Q4 ’20: $1MQ1 ’21: $1MQ2 ’21: $1MQ2 ’21Q3 ’21: $1MQ4 ’21: $1MQ1 ’22: $1MQ1 ’22Q3 ’22: $942,000Q4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20256.7K$1M+1.31%
Q4 20248.2K$2M+1.41%
Q3 20249.0K$2M+1.27%
Q2 20249.3K$1M+1.11%
Q1 20249.3K$1M+1.15%
Q4 20239.5K$1M+1.01%
Q3 20239.7K$1M+1.04%
Q2 20239.7K$1M+1.10%
Q1 202310.1K$1M+1.05%
Q4 202210.7K$1M+1.05%
Q3 202210.6K$942,000+1.09%
Q1 202211.3K$1M+1.32%
Q4 202111.6K$1M+1.29%
Q3 202111.9K$1M+1.40%
Q2 202112.0K$1M+1.37%
Q1 202112.6K$1M+1.46%
Q4 202012.1K$1M+1.49%
Q3 202011.8K$1M+1.47%
Q2 202011.6K$1M+1.28%
Q1 202011.6K$1M+1.31%
Q4 201912.2K$1M+1.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of FISV.