KB
FISV

Kimelman & Baird’s Fiserv Inc FISV Stock Holding History

Kimelman & Baird’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
Q1 		– Sell
-400
Closed -$26.9K – 268
2025
Q4 		$26.9K Hold
400
– – ﹤0.01% 202
2025
Q3 		$51.6K Hold
400
– – ﹤0.01% 180
2025
Q2 		$69K Hold
400
– – 0.01% 166
2025
Q1 		$88.3K Hold
400
– – 0.01% 152
2024
Q4 		$82.2K Hold
400
– – 0.01% 161
2024
Q3 		$71.9K Hold
400
– – 0.01% 170
2024
Q2 		$59.6K Buy
+400
New +$60.5K ﹤0.01% 174

Other funds holding FISV

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kimelman & Baird's FISV Position: Q1 2026 in Review

Kimelman & Baird sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 400 shares — an estimated $26.9K sold.

Kimelman & Baird first reported a position in FISV in Q2 2024 and held it in 7 quarters. The position peaked at $88.3K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Kimelman & Baird reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Kimelman & Baird sold 400 Fiserv Inc shares in Q1 2026, an estimated $26.9K.
  • Kimelman & Baird first reported a position in Fiserv Inc in Q2 2024 and held it in 7 quarters.
  • Kimelman & Baird's Fiserv Inc position peaked at $88.3K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.