KFP
FISV

KB Financial Partners’s Fiserv Inc FISV Stock Holding History

KB Financial 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
2023
Q3 		$439K Buy
3,882
+22
+0.6% +$2.71K 0.13% 102
2023
Q2 		$487K Buy
3,860
+3,534
+1,084% +$416K 0.13% 94
2023
Q1 		$37K Hold
326
– – 0.01% 292
2022
Q4 		$33K Hold
326
– – 0.01% 300
2022
Q3 		$31K Hold
326
– – 0.01% 293
2022
Q2 		$29K Hold
326
– – 0.01% 303
2022
Q1 		$33K Hold
326
– – 0.01% 309
2021
Q4 		$34K Buy
+326
New +$33.7K 0.01% 326
2021
Q3 		– Sell
-326
Closed -$35K – 310
2021
Q2 		$35K Sell
326
-100
-23% -$11.6K 0.01% 295
2021
Q1 		$51K Buy
+426
New +$48.9K 0.02% 261

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

KB Financial Partners's FISV Position: Q3 2023 in Review

KB Financial Partners increased its Fiserv Inc (FISV) stake by 0.57% in Q3 2023, buying an estimated $2.71K and bringing the position to 3,882 shares worth $439K. The position accounts for 0.13% of the portfolio, ranked #102.

KB Financial Partners first reported a position in FISV in Q1 2021 and has held it in 10 quarters since. The position peaked at $487K in Q2 2023. 1,488 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • KB Financial Partners held 3,882 shares of Fiserv Inc worth $439K as of Q3 2023.
  • KB Financial Partners bought 22 Fiserv Inc shares in Q3 2023, an estimated $2.71K.
  • Fiserv Inc made up 0.13% of KB Financial Partners's portfolio in Q3 2023, its #102 holding.
  • KB Financial Partners first reported a position in Fiserv Inc in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's Fiserv Inc position peaked at $487K in Q2 2023.
  • 1,488 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.