KCM Investment Advisors’s Fiserv Inc FISV Stock Holding History

KCM Investment Advisors’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	-2,032	Closed	-$350K	–	388
2025 Q2	$350K	Sell	2,032 -470	-19%	-$85.2K	0.01%	299
2025 Q1	$553K	Buy	2,502 +244	+11%	+$53.4K	0.02%	250
2024 Q4	$464K	Buy	2,258 +831	+58%	+$170K	0.02%	264
2024 Q3	$256K	Buy	1,427 +26	+2%	+$4.29K	0.01%	337
2024 Q2	$209K	Sell	1,401 -94	-6%	-$14.2K	0.01%	357
2024 Q1	$239K	Sell	1,495 -53	-3%	-$7.72K	0.01%	349
2023 Q4	$206K	Buy	+1,548	New	+$190K	0.01%	360
2023 Q3	–	Sell	-1,638	Closed	-$207K	–	375
2023 Q2	$207K	Buy	+1,638	New	+$193K	0.01%	375
2022 Q2	–	Sell	-2,167	Closed	-$220K	–	395
2022 Q1	$220K	Sell	2,167 -276	-11%	-$27.9K	0.01%	388
2021 Q4	$254K	Buy	+2,443	New	+$253K	0.01%	372

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KCM Investment Advisors's FISV Position: Q3 2025 in Review

KCM Investment Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 2,032 shares — an estimated $350K sold.

KCM Investment Advisors first reported a position in FISV in Q4 2021 and held it in 10 quarters. The position peaked at $553K in Q1 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

KCM Investment Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
KCM Investment Advisors sold 2,032 Fiserv Inc shares in Q3 2025, an estimated $350K.
KCM Investment Advisors first reported a position in Fiserv Inc in Q4 2021 and held it in 10 quarters.
KCM Investment Advisors's Fiserv Inc position peaked at $553K in Q1 2025.
1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on KCM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.