GJWM
FISV

Gilliland Jeter Wealth Management’s Fiserv Inc FISV Stock Holding History

Gilliland Jeter Wealth 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
Q2 		– Sell
-1,598
Closed -$353K – 180
2025
Q1 		$353K Buy
1,598
+8
+0.5% +$1.75K 0.12% 126
2024
Q4 		$327K Buy
1,590
+19
+1% +$3.88K 0.11% 132
2024
Q3 		$282K Hold
1,571
– – 0.09% 147
2024
Q2 		$234K Hold
1,571
– – 0.08% 159
2024
Q1 		$251K Sell
1,571
-1,205
-43% -$175K 0.09% 152
2023
Q4 		$369K Buy
+2,776
New +$341K 0.15% 118

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gilliland Jeter Wealth Management's FISV Position: Q2 2025 in Review

Gilliland Jeter Wealth Management sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,598 shares — an estimated $353K sold.

Gilliland Jeter Wealth Management first reported a position in FISV in Q4 2023 and held it in 6 quarters. The position peaked at $369K in Q4 2023. 1,845 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Gilliland Jeter Wealth Management reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,598 Fiserv Inc shares in Q2 2025, an estimated $353K.
  • Gilliland Jeter Wealth Management first reported a position in Fiserv Inc in Q4 2023 and held it in 6 quarters.
  • Gilliland Jeter Wealth Management's Fiserv Inc position peaked at $369K in Q4 2023.
  • 1,845 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.