Global Trust Asset Management’s Fiserv Inc FISV Stock Holding History

Global Trust Asset 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
2026 Q1	–	Sell	-327	Closed	-$22K	–	471
2025 Q4	$22K	Hold	327	–	–	0.01%	290
2025 Q3	$42.2K	Sell	327 -62	-16%	-$8.88K	0.02%	289
2025 Q2	$67.1K	Sell	389 -847	-69%	-$154K	0.04%	246
2025 Q1	$273K	Buy	1,236 +630	+104%	+$138K	0.17%	120
2024 Q4	$124K	Hold	606	–	–	0.05%	210
2024 Q3	$109K	Hold	606	–	–	0.04%	229
2024 Q2	$90.3K	Hold	606	–	–	0.04%	222
2024 Q1	$96.9K	Hold	606	–	–	0.04%	222
2023 Q4	$80.5K	Hold	606	–	–	0.04%	214
2023 Q3	$68.5K	Hold	606	–	–	0.03%	217
2023 Q2	$76.4K	Hold	606	–	–	0.03%	212
2023 Q1	$68.5K	Buy	606 +6	+1%	+$660	0.03%	212
2022 Q4	$60.6K	Hold	600	–	–	0.03%	213
2022 Q3	$56K	Hold	600	–	–	0.03%	212
2022 Q2	$53K	Sell	600 -433	-42%	-$42K	0.03%	225
2022 Q1	$105K	Sell	1,033 -53	-5%	-$5.36K	0.04%	231
2021 Q4	$113K	Hold	1,086	–	–	0.04%	219
2021 Q3	$118K	Sell	1,086 -265	-20%	-$29.6K	0.05%	202
2021 Q2	$144K	Sell	1,351 -121	-8%	-$14.1K	0.07%	198
2021 Q1	$175K	Buy	1,472 +173	+13%	+$19.9K	0.1%	164
2020 Q4	$148K	Buy	+1,299	New	+$140K	0.08%	185

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Trust Asset Management's FISV Position: Q1 2026 in Review

Global Trust Asset Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 327 shares — an estimated $22K sold.

Global Trust Asset Management first reported a position in FISV in Q4 2020 and held it in 21 quarters. The position peaked at $273K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Global Trust Asset Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Global Trust Asset Management sold 327 Fiserv Inc shares in Q1 2026, an estimated $22K.
Global Trust Asset Management first reported a position in Fiserv Inc in Q4 2020 and held it in 21 quarters.
Global Trust Asset Management's Fiserv Inc position peaked at $273K in Q1 2025.
1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Global Trust Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.