Kelleher Financial Advisors’s Fiserv Inc FISV Stock Holding History

Kelleher Financial 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 Q4	–	Sell	-100	Closed	-$12.9K	–	719
2025 Q3	$12.9K	Buy	+100	New	+$14.3K	﹤0.01%	477

Other funds holding FISV

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Kelleher Financial Advisors's FISV Position: Q4 2025 in Review

Kelleher Financial Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 100 shares — an estimated $12.9K sold.

Kelleher Financial Advisors first reported a position in FISV in Q3 2025 and held it in 1 quarter. The position peaked at $12.9K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Kelleher Financial Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Kelleher Financial Advisors sold 100 Fiserv Inc shares in Q4 2025, an estimated $12.9K.
Kelleher Financial Advisors first reported a position in Fiserv Inc in Q3 2025 and held it in 1 quarter.
Kelleher Financial Advisors's Fiserv Inc position peaked at $12.9K in Q3 2025.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Kelleher Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.