GC
FISV

Gillson Capital’s Fiserv Inc FISV Stock Holding History

Gillson Capital’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
2024
Q4 		– Sell
-130,300
Closed -$23.4M – 67
2024
Q3 		$23.4M Buy
+130,300
New +$21.5M 2.13% 15
2024
Q2 		– Sell
-151,800
Closed -$24.3M – 65
2024
Q1 		$24.3M Sell
151,800
-13,556
-8% -$1.97M 2.3% 19
2023
Q4 		$22M Buy
+165,356
New +$20.3M 2.31% 14
2023
Q1 		– Sell
-124,640
Closed -$12.6M – 97
2022
Q4 		$12.6M Buy
+124,640
New +$12.4M 0.95% 39
2020
Q1 		– Sell
-80,904
Closed -$9.36M – 67
2019
Q4 		$9.36M Buy
+80,904
New +$8.93M 0.8% 37

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Gillson Capital's FISV Position: Q4 2024 in Review

Gillson Capital sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 130,300 shares — an estimated $23.4M sold.

Gillson Capital first reported a position in FISV in Q4 2019 and held it in 5 quarters. The position peaked at $24.3M in Q1 2024. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Gillson Capital reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
  • Gillson Capital sold 130,300 Fiserv Inc shares in Q4 2024, an estimated $23.4M.
  • Gillson Capital first reported a position in Fiserv Inc in Q4 2019 and held it in 5 quarters.
  • Gillson Capital's Fiserv Inc position peaked at $24.3M in Q1 2024.
  • 1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Gillson Capital's 13F filing for Q4 2024, filed 14 Feb 2025.