GWS
FISV

Greykasell Wealth Strategies’s Fiserv Inc FISV Stock Holding History

Greykasell Wealth Strategies’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
-211
Closed -$27.2K – 497
2025
Q3 		$27.2K Buy
211
+81
+62% +$11.6K 0.01% 242
2025
Q2 		$22.4K Buy
+130
New +$23.6K 0.01% 219

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 $3.38T AUM 44.17% 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

Greykasell Wealth Strategies's FISV Position: Q4 2025 in Review

Greykasell Wealth Strategies sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 211 shares — an estimated $27.2K sold.

Greykasell Wealth Strategies first reported a position in FISV in Q2 2025 and held it in 2 quarters. The position peaked at $27.2K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Greykasell Wealth Strategies reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 211 Fiserv Inc shares in Q4 2025, an estimated $27.2K.
  • Greykasell Wealth Strategies first reported a position in Fiserv Inc in Q2 2025 and held it in 2 quarters.
  • Greykasell Wealth Strategies's Fiserv Inc position peaked at $27.2K in Q3 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Greykasell Wealth Strategies's 13F filing for Q4 2025, filed 11 Feb 2026.