GIP
FISV

Greatmark Investment Partners’s Fiserv Inc FISV Stock Holding History

Greatmark Investment Partners’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
-1,575
Closed -$203K – 150
2025
Q3 		$203K Hold
1,575
– – 0.02% 143
2025
Q2 		$272K Hold
1,575
– – 0.03% 123
2025
Q1 		$348K Hold
1,575
– – 0.05% 108
2024
Q4 		$324K Sell
1,575
-560
-26% -$114K 0.04% 113
2024
Q3 		$384K Sell
2,135
-650
-23% -$107K 0.05% 101
2024
Q2 		$415K Hold
2,785
– – 0.06% 94
2024
Q1 		$445K Hold
2,785
– – 0.06% 93
2023
Q4 		$370K Sell
2,785
-525
-16% -$64.4K 0.06% 100
2023
Q3 		$374K Sell
3,310
-3,000
-48% -$369K 0.07% 99
2023
Q2 		$796K Buy
+6,310
New +$743K 0.13% 78

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

Greatmark Investment Partners's FISV Position: Q4 2025 in Review

Greatmark Investment Partners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,575 shares — an estimated $203K sold.

Greatmark Investment Partners first reported a position in FISV in Q2 2023 and held it in 10 quarters. The position peaked at $796K in Q2 2023. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Greatmark Investment Partners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Greatmark Investment Partners sold 1,575 Fiserv Inc shares in Q4 2025, an estimated $203K.
  • Greatmark Investment Partners first reported a position in Fiserv Inc in Q2 2023 and held it in 10 quarters.
  • Greatmark Investment Partners's Fiserv Inc position peaked at $796K in Q2 2023.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Greatmark Investment Partners's 13F filing for Q4 2025, filed 27 Jan 2026.