AG
FISV

AlTi Global’s Fiserv Inc FISV Stock Holding History

AlTi Global’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
Q4 		– Sell
-45,768
Closed -$5.9M – 459
2025
Q3 		$5.9M Buy
45,768
+8,195
+22% +$1.17M 0.14% 95
2025
Q2 		$6.47M Buy
37,573
+30,714
+448% +$5.57M 0.16% 77
2025
Q1 		$1.51M Sell
6,859
-68
-1% -$14.9K 0.04% 169
2024
Q4 		$1.44M Sell
6,927
-385
-5% -$78.6K 0.03% 185
2024
Q3 		$1.31M Sell
7,312
-693
-9% -$114K 0.03% 187
2024
Q2 		$1.19M Buy
8,005
+6,751
+538% +$1.02M 0.03% 195
2024
Q1 		$200K Buy
+1,254
New +$183K 0.01% 371

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AlTi Global's FISV Position: Q4 2025 in Review

AlTi Global sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 45,768 shares — an estimated $5.9M sold.

AlTi Global first reported a position in FISV in Q1 2024 and held it in 7 quarters. The position peaked at $6.47M in Q2 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • AlTi Global reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • AlTi Global sold 45,768 Fiserv Inc shares in Q4 2025, an estimated $5.9M.
  • AlTi Global first reported a position in Fiserv Inc in Q1 2024 and held it in 7 quarters.
  • AlTi Global's Fiserv Inc position peaked at $6.47M in Q2 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on AlTi Global's 13F filing for Q4 2025, filed 13 Feb 2026.