KOMWMG
FISV

Kerntke Otto McGlone Wealth Management Group’s Fiserv Inc FISV Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
-1,261
Closed -$217K – 85
2025
Q2 		$217K Hold
1,261
– – 0.17% 80
2025
Q1 		$279K Hold
1,261
– – 0.24% 61
2024
Q4 		$259K Hold
1,261
– – 0.19% 67
2024
Q3 		$227K Buy
+1,261
New +$208K 0.19% 74

Other funds holding FISV

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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

Kerntke Otto McGlone Wealth Management Group's FISV Position: Q3 2025 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,261 shares — an estimated $217K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in FISV in Q3 2024 and held it in 4 quarters. The position peaked at $279K in Q1 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 1,261 Fiserv Inc shares in Q3 2025, an estimated $217K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Fiserv Inc in Q3 2024 and held it in 4 quarters.
  • Kerntke Otto McGlone Wealth Management Group's Fiserv Inc position peaked at $279K in Q1 2025.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2025, filed 21 Oct 2025.