King Wealth Management Group’s Fiserv Inc FISV Stock Holding History

King Wealth Management Group’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	-7,232	Closed	-$486K	–	163
2025 Q4	$486K	Buy	7,232 +5,208	+257%	+$436K	0.06%	107
2025 Q3	$261K	Buy	+2,024	New	+$290K	0.03%	139
2025 Q2	–	Sell	-1,154	Closed	-$255K	–	160
2025 Q1	$255K	Sell	1,154 -31	-3%	-$6.79K	0.04%	131
2024 Q4	$243K	Buy	1,185 +31	+3%	+$6.33K	0.04%	131
2024 Q3	$207K	Buy	+1,154	New	+$190K	0.03%	145
2021 Q4	–	Sell	-10,339	Closed	-$1.12M	–	178
2021 Q3	$1.12M	Sell	10,339 -5,000	-33%	-$559K	0.23%	58
2021 Q2	$1.64M	Buy	15,339 +915	+6%	+$106K	0.34%	44
2021 Q1	$1.72M	Buy	14,424 +1,900	+15%	+$218K	0.39%	44
2020 Q4	$1.43M	Buy	12,524 +8,000	+177%	+$862K	0.33%	49
2020 Q3	$466K	Buy	+4,524	New	+$451K	0.12%	92

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

King Wealth Management Group's FISV Position: Q1 2026 in Review

King Wealth Management Group sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 7,232 shares — an estimated $486K sold.

King Wealth Management Group first reported a position in FISV in Q3 2020 and held it in 10 quarters. The position peaked at $1.72M in Q1 2021. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

King Wealth Management Group reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
King Wealth Management Group sold 7,232 Fiserv Inc shares in Q1 2026, an estimated $486K.
King Wealth Management Group first reported a position in Fiserv Inc in Q3 2020 and held it in 10 quarters.
King Wealth Management Group's Fiserv Inc position peaked at $1.72M in Q1 2021.
1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.