GFPC
FISV

Global Financial Private Client’s Fiserv Inc FISV Stock Holding History

Global Financial Private Client’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
-38
Closed -$8.39K – 699
2025
Q1 		$8.39K Buy
38
+20
+111% +$4.38K ﹤0.01% 608
2024
Q4 		$3.7K Buy
18
+8
+80% +$1.63K ﹤0.01% 663
2024
Q3 		$1.8K Hold
10
– – ﹤0.01% 728
2024
Q2 		$1.49K Hold
10
– – ﹤0.01% 596
2024
Q1 		$1.59K Hold
10
– – ﹤0.01% 607
2023
Q4 		$1.33K Hold
10
– – ﹤0.01% 613
2023
Q3 		$1.13K Hold
10
– – ﹤0.01% 608
2023
Q2 		$1.26K Sell
10
-24
-71% -$2.83K ﹤0.01% 603
2023
Q1 		$3.84K Hold
34
– – ﹤0.01% 526
2022
Q4 		$3.44K Hold
34
– – ﹤0.01% 517
2022
Q3 		$3.24K Hold
34
– – ﹤0.01% 499
2022
Q2 		$3.15K Hold
34
– – ﹤0.01% 482
2022
Q1 		$3.5K Hold
34
– – ﹤0.01% 488
2021
Q4 		$3.53K Hold
34
– – ﹤0.01% 479
2021
Q3 		$3.73K Hold
34
– – ﹤0.01% 414
2021
Q2 		$3.68K Hold
34
– – ﹤0.01% 426
2021
Q1 		$4.15K Hold
34
– – ﹤0.01% 374
2020
Q4 		$3.87K Buy
34
+10
+42% +$1.08K ﹤0.01% 370
2020
Q3 		$2.5K Hold
24
– – ﹤0.01% 383
2020
Q2 		$2.36K Hold
24
– – ﹤0.01% 431
2020
Q1 		$2.11K Sell
24
-1,531
-98% -$170K ﹤0.01% 442
2019
Q4 		$180K Buy
+1,555
New +$172K 0.15% 119

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
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
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

Global Financial Private Client's FISV Position: Q2 2025 in Review

Global Financial Private Client sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 38 shares — an estimated $8.39K sold.

Global Financial Private Client first reported a position in FISV in Q4 2019 and held it in 22 quarters. The position peaked at $180K in Q4 2019. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Global Financial Private Client reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 38 Fiserv Inc shares in Q2 2025, an estimated $8.39K.
  • Global Financial Private Client first reported a position in Fiserv Inc in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's Fiserv Inc position peaked at $180K in Q4 2019.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.