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GC Wealth Management RIA’s Fiserv Inc FISV Stock Holding History

GC Wealth Management RIA’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
-5,713
Closed -$737K – 638
2025
Q3 		$737K Buy
5,713
+3,631
+174% +$520K 0.02% 428
2025
Q2 		$359K Buy
+2,082
New +$378K 0.03% 399

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 $3.38T AUM 44.17% 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

GC Wealth Management RIA's FISV Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 5,713 shares — an estimated $737K sold.

GC Wealth Management RIA first reported a position in FISV in Q2 2025 and held it in 2 quarters. The position peaked at $737K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • GC Wealth Management RIA reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 5,713 Fiserv Inc shares in Q4 2025, an estimated $737K.
  • GC Wealth Management RIA first reported a position in Fiserv Inc in Q2 2025 and held it in 2 quarters.
  • GC Wealth Management RIA's Fiserv Inc position peaked at $737K in Q3 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.