KFS
FISV

Kaizen Financial Strategies’s Fiserv Inc FISV Stock Holding History

Kaizen Financial 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
Q3 		– Sell
-1,738
Closed -$300K – 158
2025
Q2 		$300K Buy
1,738
+3
+0.2% +$544 0.15% 115
2025
Q1 		$383K Sell
1,735
-241
-12% -$52.8K 0.22% 84
2024
Q4 		$406K Sell
1,976
-40
-2% -$8.17K 0.23% 76
2024
Q3 		$362K Hold
2,016
– – 0.21% 81
2024
Q2 		$329K Hold
2,016
– – 0.21% 84
2024
Q1 		$322K Sell
2,016
-115
-5% -$16.7K 0.22% 81
2023
Q4 		$283K Sell
2,131
-1
-0% -$123 0.21% 83
2023
Q3 		$241K Sell
2,132
-16
-0.7% -$1.97K 0.2% 90
2023
Q2 		$274K Buy
+2,148
New +$253K 0.23% 81
2021
Q1 		$246K Sell
2,065
-54
-3% -$6.2K 0.23% 119
2020
Q4 		$241K Buy
+2,119
New +$228K 0.27% 102

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Financial Strategies's FISV Position: Q3 2025 in Review

Kaizen Financial Strategies sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,738 shares — an estimated $300K sold.

Kaizen Financial Strategies first reported a position in FISV in Q4 2020 and held it in 11 quarters. The position peaked at $406K in Q4 2024. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Kaizen Financial Strategies reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Kaizen Financial Strategies sold 1,738 Fiserv Inc shares in Q3 2025, an estimated $300K.
  • Kaizen Financial Strategies first reported a position in Fiserv Inc in Q4 2020 and held it in 11 quarters.
  • Kaizen Financial Strategies's Fiserv Inc position peaked at $406K in Q4 2024.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Kaizen Financial Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.