Key Financial Inc’s Fiserv Inc FISV Stock Holding History

Key Financial Inc’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
2026 Q2	$430K	Hold	8,759	–	–	0.07%	205
2026 Q1	$489K	Hold	8,759	–	–	0.09%	182
2025 Q4	$588K	Sell	8,759 -75	-0.8%	-$6.28K	0.11%	155
2025 Q3	$1.11M	Hold	8,834	–	–	0.21%	93
2025 Q2	$1.52M	Hold	8,834	–	–	0.31%	62
2025 Q1	$1.95M	Hold	8,834	–	–	0.42%	49
2024 Q4	$1.81M	Hold	8,834	–	–	0.41%	50
2024 Q3	$1.59M	Buy	8,834 +22	+0.2%	+$3.63K	0.35%	57
2024 Q2	$1.31M	Hold	8,812	–	–	0.31%	59
2024 Q1	$1.41M	Hold	8,812	–	–	0.36%	54
2023 Q4	$1.17M	Hold	8,812	–	–	0.32%	61
2023 Q3	$995K	Hold	8,812	–	–	0.34%	58
2023 Q2	$1.11M	Buy	8,812 +75	+0.9%	+$8.83K	0.37%	52
2023 Q1	$988K	Sell	8,737 -169	-2%	-$18.6K	0.36%	55
2022 Q4	$833K	Hold	8,906	–	–	0.39%	49
2022 Q3	$833K	Hold	8,906	–	–	0.39%	49
2022 Q2	$825K	Hold	8,906	–	–	0.45%	42
2022 Q1	$903K	Hold	8,906	–	–	0.45%	39
2021 Q4	$924K	Hold	8,906	–	–	0.46%	39
2021 Q3	$966K	Hold	8,906	–	–	0.55%	33
2021 Q2	$1.02M	Hold	8,906	–	–	0.57%	31
2021 Q1	$1.06M	Hold	8,906	–	–	0.7%	25
2020 Q4	$1.01M	Hold	8,906	–	–	0.75%	25
2020 Q3	$918K	Buy	8,906 +122	+1%	+$12.2K	0.94%	25
2020 Q2	$852K	Hold	8,784	–	–	0.98%	24
2020 Q1	$864K	Hold	8,784	–	–	0.89%	22
2019 Q4	$1.02M	Buy	+8,784	New	+$970K	0.95%	22

Other funds holding FISV

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Key Financial Inc's FISV Position: Q2 2026 in Review

Key Financial Inc held its Fiserv Inc (FISV) position steady in Q2 2026 at 8,759 shares worth $430K. The position accounts for 0.07% of the portfolio, ranked #205.

Key Financial Inc first reported a position in FISV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.95M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Key Financial Inc held 8,759 shares of Fiserv Inc worth $430K as of Q2 2026.
Key Financial Inc left its Fiserv Inc share count unchanged in Q2 2026.
Fiserv Inc made up 0.07% of Key Financial Inc's portfolio in Q2 2026, its #205 holding.
Key Financial Inc first reported a position in Fiserv Inc in Q4 2019 and has held it in 27 quarters since.
Key Financial Inc's Fiserv Inc position peaked at $1.95M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.