KCM
FISV

Kathmere Capital Management’s Fiserv Inc FISV Stock Holding History

Kathmere Capital Management’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
-1,488
Closed -$257K – 537
2025
Q2 		$257K Buy
1,488
+106
+8% +$19.2K 0.02% 397
2025
Q1 		$305K Buy
1,382
+88
+7% +$19.3K 0.03% 321
2024
Q4 		$266K Buy
1,294
+90
+7% +$18.4K 0.02% 333
2024
Q3 		$216K Buy
+1,204
New +$199K 0.02% 350
2022
Q3 		– Sell
-7,606
Closed -$677K – 177
2022
Q2 		$677K Buy
7,606
+63
+0.8% +$6.11K 0.12% 67
2022
Q1 		$765K Sell
7,543
-1,143
-13% -$116K 0.13% 62
2021
Q4 		$902K Sell
8,686
-535
-6% -$55.3K 0.16% 55
2021
Q3 		$1M Sell
9,221
-959
-9% -$107K 0.18% 50
2021
Q2 		$1.09M Hold
10,180
– – 0.21% 50
2021
Q1 		$1.21M Sell
10,180
-37
-0.4% -$4.25K 0.24% 45
2020
Q4 		$1.16M Sell
10,217
-2,953
-22% -$318K 0.25% 37
2020
Q3 		$1.36M Sell
13,170
-2,000
-13% -$199K 0.34% 33
2020
Q2 		$1.48M Buy
15,170
+6,000
+65% +$604K 0.43% 32
2020
Q1 		$871K Hold
9,170
– – 0.32% 40
2019
Q4 		$1.06M Buy
+9,170
New +$1.01M 0.38% 49

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Kathmere Capital Management's FISV Position: Q3 2025 in Review

Kathmere Capital Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,488 shares — an estimated $257K sold.

Kathmere Capital Management first reported a position in FISV in Q4 2019 and held it in 15 quarters. The position peaked at $1.48M in Q2 2020. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Kathmere Capital Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Kathmere Capital Management sold 1,488 Fiserv Inc shares in Q3 2025, an estimated $257K.
  • Kathmere Capital Management first reported a position in Fiserv Inc in Q4 2019 and held it in 15 quarters.
  • Kathmere Capital Management's Fiserv Inc position peaked at $1.48M in Q2 2020.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Kathmere Capital Management's 13F filing for Q3 2025, filed 22 Oct 2025.