GFG
FISV

Goldstone Financial Group’s Fiserv Inc FISV Stock Holding History

Goldstone Financial 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
2025
Q4 		– Sell
-1,650
Closed -$213K – 219
2025
Q3 		$213K Hold
1,650
– – 0.03% 211
2025
Q2 		$290K Hold
1,650
– – 0.04% 181
2025
Q1 		$364K Hold
1,650
– – 0.06% 156
2024
Q4 		$339K Hold
1,650
– – 0.05% 155
2024
Q3 		$296K Hold
1,650
– – 0.05% 154
2024
Q2 		$246K Buy
+1,650
New +$250K 0.05% 162

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldstone Financial Group's FISV Position: Q4 2025 in Review

Goldstone Financial Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,650 shares — an estimated $213K sold.

Goldstone Financial Group first reported a position in FISV in Q2 2024 and held it in 6 quarters. The position peaked at $364K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Goldstone Financial Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 1,650 Fiserv Inc shares in Q4 2025, an estimated $213K.
  • Goldstone Financial Group first reported a position in Fiserv Inc in Q2 2024 and held it in 6 quarters.
  • Goldstone Financial Group's Fiserv Inc position peaked at $364K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Goldstone Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.