Geneva Partners’s Fiserv Inc FISV Stock Holding History

Geneva Partners’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 Q3	–	Sell	-24,880	Closed	-$4.29M	–	74
2025 Q2	$4.29M	Buy	+24,880	New	+$4.51M	1.7%	23
2025 Q1	–	Sell	-27,981	Closed	-$5.75M	–	66
2024 Q4	$5.75M	Sell	27,981 -200	-0.7%	-$40.8K	2.33%	14
2024 Q3	$5.06M	Buy	28,181 +5,460	+24%	+$901K	2.19%	15
2024 Q2	$3.39M	Buy	22,721 +5,682	+33%	+$860K	1.39%	28
2024 Q1	$2.72M	Buy	+17,039	New	+$2.48M	1.2%	31
2020 Q1	–	Sell	-6,125	Closed	-$708K	–	60
2019 Q4	$708K	Buy	6,125 +2,885	+89%	+$319K	0.49%	50
2019 Q3	$336K	Buy	+3,240	New	+$331K	0.26%	55

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geneva Partners's FISV Position: Q3 2025 in Review

Geneva Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 24,880 shares — an estimated $4.29M sold.

Geneva Partners first reported a position in FISV in Q3 2019 and held it in 7 quarters. The position peaked at $5.75M in Q4 2024. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Geneva Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Geneva Partners sold 24,880 Fiserv Inc shares in Q3 2025, an estimated $4.29M.
Geneva Partners first reported a position in Fiserv Inc in Q3 2019 and held it in 7 quarters.
Geneva Partners's Fiserv Inc position peaked at $5.75M in Q4 2024.
1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Geneva Partners's 13F filing for Q3 2025, filed 12 Nov 2025.