KSWWM
FISV

Keyes Stange & Wooten Wealth Management’s Fiserv Inc FISV Stock Holding History

Keyes Stange & Wooten Wealth 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
-1,259
Closed -$217K – 76
2025
Q2 		$217K Sell
1,259
-105
-8% -$19K 0.11% 65
2025
Q1 		$301K Sell
1,364
-125
-8% -$27.4K 0.17% 49
2024
Q4 		$306K Sell
1,489
-25
-2% -$5.1K 0.18% 54
2024
Q3 		$272K Sell
1,514
-28
-2% -$4.62K 0.16% 56
2024
Q2 		$230K Buy
1,542
+68
+5% +$10.3K 0.16% 58
2024
Q1 		$236K Buy
+1,474
New +$215K 0.21% 56

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Keyes Stange & Wooten Wealth Management's FISV Position: Q3 2025 in Review

Keyes Stange & Wooten Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,259 shares — an estimated $217K sold.

Keyes Stange & Wooten Wealth Management first reported a position in FISV in Q1 2024 and held it in 6 quarters. The position peaked at $306K in Q4 2024. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Keyes Stange & Wooten Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 1,259 Fiserv Inc shares in Q3 2025, an estimated $217K.
  • Keyes Stange & Wooten Wealth Management first reported a position in Fiserv Inc in Q1 2024 and held it in 6 quarters.
  • Keyes Stange & Wooten Wealth Management's Fiserv Inc position peaked at $306K in Q4 2024.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q3 2025, filed 25 Nov 2025.