KFSC
FISV

Keystone Financial Services (Colorado)’s Fiserv Inc FISV Stock Holding History

Keystone Financial Services (Colorado)’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
-1,974
Closed -$255K – 130
2025
Q3 		$255K Buy
1,974
+46
+2% +$6.59K 0.08% 101
2025
Q2 		$332K Buy
1,928
+191
+11% +$34.6K 0.11% 76
2025
Q1 		$384K Sell
1,737
-180
-9% -$39.4K 0.15% 68
2024
Q4 		$394K Sell
1,917
-106
-5% -$21.6K 0.15% 64
2024
Q3 		$363K Buy
2,023
+44
+2% +$7.26K 0.14% 63
2024
Q2 		$295K Buy
1,979
+80
+4% +$12.1K 0.12% 71
2024
Q1 		$303K Sell
1,899
-42
-2% -$6.12K 0.13% 72
2023
Q4 		$258K Sell
1,941
-3
-0.2% -$368 0.12% 70
2023
Q3 		$220K Sell
1,944
-1,150
-37% -$142K 0.12% 69
2023
Q2 		$390K Sell
3,094
-96
-3% -$11.3K 0.2% 51
2023
Q1 		$361K Sell
3,190
-22
-0.7% -$2.42K 0.19% 51
2022
Q4 		$343K Sell
3,212
-91
-3% -$9.06K 0.18% 55
2022
Q3 		$327K Buy
3,303
+425
+15% +$43.3K 0.19% 59
2022
Q2 		$305K Buy
+2,878
New +$279K 0.17% 64

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

Keystone Financial Services (Colorado)'s FISV Position: Q4 2025 in Review

Keystone Financial Services (Colorado) sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,974 shares — an estimated $255K sold.

Keystone Financial Services (Colorado) first reported a position in FISV in Q2 2022 and held it in 14 quarters. The position peaked at $394K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Keystone Financial Services (Colorado) reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 1,974 Fiserv Inc shares in Q4 2025, an estimated $255K.
  • Keystone Financial Services (Colorado) first reported a position in Fiserv Inc in Q2 2022 and held it in 14 quarters.
  • Keystone Financial Services (Colorado)'s Fiserv Inc position peaked at $394K in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q4 2025, filed 12 Feb 2026.