KWM
FISV

KFG Wealth Management’s Fiserv Inc FISV Stock Holding History

KFG 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
Q4 		– Sell
-3,976
Closed -$513K – 220
2025
Q3 		$513K Buy
3,976
+235
+6% +$33.7K 0.07% 128
2025
Q2 		$645K Buy
3,741
+309
+9% +$56K 0.1% 110
2025
Q1 		$758K Sell
3,432
-690
-17% -$151K 0.14% 84
2024
Q4 		$847K Sell
4,122
-27
-0.7% -$5.51K 0.16% 69
2024
Q3 		$745K Sell
4,149
-21
-0.5% -$3.46K 0.16% 82
2024
Q2 		$621K Buy
4,170
+99
+2% +$15K 0.25% 75
2024
Q1 		$651K Sell
4,071
-114
-3% -$16.6K 0.27% 72
2023
Q4 		$556K Buy
4,185
+678
+19% +$83.2K 0.25% 68
2023
Q3 		$396K Buy
3,507
+439
+14% +$54.1K 0.22% 86
2023
Q2 		$387K Buy
3,068
+1,287
+72% +$152K 0.23% 67
2023
Q1 		$206K Buy
+1,781
New +$196K 0.14% 91

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 $3.37T AUM 44.26% 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

KFG Wealth Management's FISV Position: Q4 2025 in Review

KFG Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,976 shares — an estimated $513K sold.

KFG Wealth Management first reported a position in FISV in Q1 2023 and held it in 11 quarters. The position peaked at $847K in Q4 2024. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • KFG Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • KFG Wealth Management sold 3,976 Fiserv Inc shares in Q4 2025, an estimated $513K.
  • KFG Wealth Management first reported a position in Fiserv Inc in Q1 2023 and held it in 11 quarters.
  • KFG Wealth Management's Fiserv Inc position peaked at $847K in Q4 2024.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on KFG Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.