GM Advisory Group’s Fiserv Inc FISV Stock Holding History

GM Advisory Group’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	$342K	Sell	6,129 -1,063	-15%	-$65.8K	0.01%	285
2025 Q4	$483K	Buy	7,192 +2,248	+45%	+$188K	0.02%	220
2025 Q3	$637K	Sell	4,944 -36	-0.7%	-$5.16K	0.03%	175
2025 Q2	$859K	Buy	4,980 +36	+0.7%	+$6.53K	0.04%	156
2025 Q1	$1.09M	Hold	4,944	–	–	0.06%	124
2024 Q4	$1.02M	Hold	4,944	–	–	0.06%	124
2024 Q3	$888K	Hold	4,944	–	–	0.05%	124
2024 Q2	$737K	Hold	4,944	–	–	0.05%	130
2024 Q1	$790K	Hold	4,944	–	–	0.06%	126
2023 Q4	$657K	Buy	4,944 +331	+7%	+$40.6K	0.05%	125
2023 Q3	$521K	Hold	4,613	–	–	0.04%	123
2023 Q2	$582K	Buy	+4,613	New	+$543K	0.05%	113

Other funds holding FISV

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $1.66T AUM 25.57% 1-Year Est. Return

GM Advisory Group's FISV Position: Q1 2026 in Review

GM Advisory Group reduced its Fiserv Inc (FISV) stake by 15% in Q1 2026, selling an estimated $65.8K and leaving 6,129 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #285.

GM Advisory Group first reported a position in FISV in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

GM Advisory Group held 6,129 shares of Fiserv Inc worth $342K as of Q1 2026.
GM Advisory Group sold 1,063 Fiserv Inc shares in Q1 2026, an estimated $65.8K.
Fiserv Inc made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #285 holding.
GM Advisory Group first reported a position in Fiserv Inc in Q2 2023 and has held it in 12 quarters since.
GM Advisory Group's Fiserv Inc position peaked at $1.09M in Q1 2025.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.