KIM
FISV

Kestra Investment Management’s Fiserv Inc FISV Stock Holding History

Kestra Investment 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
-30
Closed -$6.63K – 637
2025
Q2 		$6.63K Hold
30
– – ﹤0.01% 761
2025
Q1 		$6.63K Sell
30
-212
-88% -$46.4K ﹤0.01% 658
2024
Q4 		$49.7K Buy
+242
New +$49.4K ﹤0.01% 539

Other funds holding FISV

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

Kestra Investment Management's FISV Position: Q3 2025 in Review

Kestra Investment Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 30 shares — an estimated $6.63K sold.

Kestra Investment Management first reported a position in FISV in Q4 2024 and held it in 3 quarters. The position peaked at $49.7K in Q4 2024. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Kestra Investment Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 30 Fiserv Inc shares in Q3 2025, an estimated $6.63K.
  • Kestra Investment Management first reported a position in Fiserv Inc in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Fiserv Inc position peaked at $49.7K in Q4 2024.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.