KPWS
FISV

Kestra Private Wealth Services’s Fiserv Inc FISV Stock Holding History

Kestra Private Wealth Services’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
-6,746
Closed -$870K – 1752
2025
Q3 		$870K Sell
6,746
-1,207
-15% -$173K 0.01% 842
2025
Q2 		$1.37M Buy
7,953
+62
+0.8% +$11.2K 0.02% 614
2025
Q1 		$1.74M Buy
7,891
+230
+3% +$50.4K 0.03% 493
2024
Q4 		$1.57M Buy
7,661
+1,288
+20% +$263K 0.03% 503
2024
Q3 		$1.14M Sell
6,373
-3,371
-35% -$556K 0.02% 573
2024
Q2 		$1.45M Buy
9,744
+1,814
+23% +$275K 0.03% 472
2024
Q1 		$1.27M Buy
7,930
+844
+12% +$123K 0.03% 494
2023
Q4 		$941K Buy
7,086
+842
+13% +$103K 0.02% 543
2023
Q3 		$705K Sell
6,244
-453
-7% -$55.8K 0.02% 556
2023
Q2 		$845K Buy
6,697
+2,276
+51% +$268K 0.03% 484
2023
Q1 		$500K Buy
4,421
+129
+3% +$14.2K 0.02% 600
2022
Q4 		$434K Buy
4,292
+1,113
+35% +$111K 0.02% 558
2022
Q3 		$297K Buy
3,179
+325
+11% +$33.1K 0.02% 656
2022
Q2 		$254K Sell
2,854
-215
-7% -$20.9K 0.01% 717
2022
Q1 		$311K Sell
3,069
-124
-4% -$12.6K 0.02% 736
2021
Q4 		$331K Buy
3,193
+145
+5% +$15K 0.02% 731
2021
Q3 		$331K Buy
3,048
+269
+10% +$30.1K 0.02% 664
2021
Q2 		$297K Sell
2,779
-235
-8% -$27.3K 0.02% 682
2021
Q1 		$359K Buy
3,014
+930
+45% +$107K 0.03% 543
2020
Q4 		$235K Buy
+2,084
New +$225K 0.02% 623

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Kestra Private Wealth Services's FISV Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 6,746 shares — an estimated $870K sold.

Kestra Private Wealth Services first reported a position in FISV in Q4 2020 and held it in 20 quarters. The position peaked at $1.74M in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 6,746 Fiserv Inc shares in Q4 2025, an estimated $870K.
  • Kestra Private Wealth Services first reported a position in Fiserv Inc in Q4 2020 and held it in 20 quarters.
  • Kestra Private Wealth Services's Fiserv Inc position peaked at $1.74M in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.