Giverny Capital’s Fiserv Inc FISV Stock Holding History

Giverny 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
2025 Q4	–	Sell	-651,257	Closed	-$84M	–	53
2025 Q3	$84M	Buy	651,257 +2,683	+0.4%	+$384K	2.85%	15
2025 Q2	$112M	Buy	648,574 +18,941	+3%	+$3.43M	3.84%	10
2025 Q1	$139M	Sell	629,633 -621	-0.1%	-$136K	5.13%	6
2024 Q4	$129M	Buy	630,254 +128,976	+26%	+$26.3M	4.73%	7
2024 Q3	$90.1M	Buy	501,278 +16,345	+3%	+$2.7M	3.42%	11
2024 Q2	$72.3M	Buy	484,933 +4,687	+1%	+$709K	3.05%	14
2024 Q1	$76.8M	Buy	480,246 +25,372	+6%	+$3.7M	3.12%	13
2023 Q4	$60.4M	Buy	454,874 +135,780	+43%	+$16.7M	2.84%	16
2023 Q3	$36M	Buy	319,094 +48,088	+18%	+$5.92M	1.96%	18
2023 Q2	$34.2M	Buy	271,006 +10,335	+4%	+$1.22M	1.8%	20
2023 Q1	$29.5M	Buy	+260,671	New	+$28.7M	1.77%	20

Other funds holding FISV

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B 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 Paris, France $367B AUM 31.23% 1-Year Est. Return

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return