GIM
FISV

Generate Investment Management’s Fiserv Inc FISV Stock Holding History

Generate Investment Management’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
-320,000
Closed -$41.3M – 85
2025
Q3 		$41.3M Buy
320,000
+148,179
+86% +$21.2M 2.09% 12
2025
Q2 		$29.6M Buy
171,821
+133,846
+352% +$24.3M 1.64% 18
2025
Q1 		$8.39M Sell
37,975
-76,768
-67% -$16.8M 0.59% 52
2024
Q4 		$23.6M Sell
114,743
-52,968
-32% -$10.8M 1.65% 19
2024
Q3 		$30.1M Sell
167,711
-3,267
-2% -$539K 2.01% 13
2024
Q2 		$25.5M Sell
170,978
-11,352
-6% -$1.72M 1.5% 17
2024
Q1 		$29.1M Hold
182,330
– – 2.11% 13
2023
Q4 		$24.2M Buy
+182,330
New +$22.4M 2.09% 13

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

Generate Investment Management's FISV Position: Q4 2025 in Review

Generate Investment Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 320,000 shares — an estimated $41.3M sold.

Generate Investment Management first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $41.3M in Q3 2025. 1,400 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Generate Investment Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Generate Investment Management sold 320,000 Fiserv Inc shares in Q4 2025, an estimated $41.3M.
  • Generate Investment Management first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
  • Generate Investment Management's Fiserv Inc position peaked at $41.3M in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Generate Investment Management's 13F filing for Q4 2025, filed 14 Jan 2026.