GM
FISV

GeoWealth Management’s Fiserv Inc FISV Stock Holding History

GeoWealth 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
-6,536
Closed -$843K – 787
2025
Q3 		$843K Buy
6,536
+2,822
+76% +$404K 0.03% 339
2025
Q2 		$640K Buy
3,714
+37
+1% +$6.71K 0.03% 352
2025
Q1 		$812K Sell
3,677
-8
-0.2% -$1.75K 0.03% 314
2024
Q4 		$757K Buy
3,685
+188
+5% +$38.4K 0.02% 372
2024
Q3 		$628K Sell
3,497
-500
-13% -$82.5K 0.02% 423
2024
Q2 		$596K Buy
3,997
+72
+2% +$10.9K 0.03% 386
2024
Q1 		$627K Buy
3,925
+2,036
+108% +$297K 0.02% 390
2023
Q4 		$251K Buy
1,889
+1,133
+150% +$139K 0.02% 455
2023
Q3 		$85K Buy
756
+570
+306% +$70.2K 0.01% 349
2023
Q2 		$24K Buy
186
+5
+3% +$589 ﹤0.01% 365
2023
Q1 		$21K Sell
181
-60
-25% -$6.6K ﹤0.01% 318
2022
Q4 		$25K Buy
241
+4
+2% +$398 ﹤0.01% 310
2022
Q3 		$22K Buy
+237
New +$24.2K ﹤0.01% 309

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

GeoWealth Management's FISV Position: Q4 2025 in Review

GeoWealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 6,536 shares — an estimated $843K sold.

GeoWealth Management first reported a position in FISV in Q3 2022 and held it in 13 quarters. The position peaked at $843K in Q3 2025. 1,395 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • GeoWealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 6,536 Fiserv Inc shares in Q4 2025, an estimated $843K.
  • GeoWealth Management first reported a position in Fiserv Inc in Q3 2022 and held it in 13 quarters.
  • GeoWealth Management's Fiserv Inc position peaked at $843K in Q3 2025.
  • 1,395 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.