KWM
FISV

Kingsview Wealth Management’s Fiserv Inc FISV Stock Holding History

Kingsview 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
2026
Q1 		$293K Sell
5,257
-2,963
-36% -$183K ﹤0.01% 1099
2025
Q4 		$552K Buy
8,220
+1,248
+18% +$104K 0.01% 812
2025
Q3 		$899K Buy
6,972
+541
+8% +$77.5K 0.01% 639
2025
Q2 		$1.11M Buy
6,431
+213
+3% +$38.6K 0.02% 557
2025
Q1 		$1.37M Sell
6,218
-26
-0.4% -$5.69K 0.03% 468
2024
Q4 		$1.28M Buy
6,244
+209
+3% +$42.7K 0.03% 489
2024
Q3 		$1.08M Buy
6,035
+192
+3% +$31.7K 0.02% 511
2024
Q2 		$871K Sell
5,843
-23
-0.4% -$3.48K 0.02% 546
2024
Q1 		$938K Buy
5,866
+61
+1% +$8.88K 0.02% 514
2023
Q4 		$771K Sell
5,805
-688
-11% -$84.4K 0.02% 538
2023
Q3 		$733K Buy
6,493
+821
+14% +$101K 0.03% 520
2023
Q2 		$716K Sell
5,672
-589
-9% -$69.3K 0.03% 495
2023
Q1 		$708K Hold
6,261
– – 0.03% 486
2022
Q4 		$633K Sell
6,261
-145
-2% -$14.4K 0.03% 448
2022
Q3 		$599K Buy
6,406
+37
+0.6% +$3.77K 0.03% 456
2022
Q2 		$567K Sell
6,369
-196
-3% -$19K 0.03% 510
2022
Q1 		$666K Sell
6,565
-40
-0.6% -$4.05K 0.03% 513
2021
Q4 		$686K Sell
6,605
-2,000
-23% -$207K 0.03% 500
2021
Q3 		$934K Sell
8,605
-1,030
-11% -$115K 0.04% 394
2021
Q2 		$1.04M Buy
9,635
+84
+0.9% +$9.77K 0.05% 369
2021
Q1 		$1.17M Buy
9,551
+1,498
+19% +$172K 0.07% 296
2020
Q4 		$917K Buy
8,053
+608
+8% +$65.5K 0.07% 296
2020
Q3 		$767K Sell
7,445
-86
-1% -$8.56K 0.07% 274
2020
Q2 		$735K Sell
7,531
-943
-11% -$95K 0.07% 256
2020
Q1 		$805K Buy
8,474
+104
+1% +$11.6K 0.11% 207
2019
Q4 		$968K Hold
8,370
– – 0.12% 195
2019
Q3 		$867K Buy
8,370
+50
+0.6% +$5.11K 0.14% 172
2019
Q2 		$758K Sell
8,320
-28
-0.3% -$2.45K 0.13% 188
2019
Q1 		$737K Buy
8,348
+624
+8% +$51.5K 0.11% 214
2018
Q4 		$568K Buy
+7,724
New +$597K 0.12% 204

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's FISV Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Fiserv Inc (FISV) stake by 36% in Q1 2026, selling an estimated $183K and leaving 5,257 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Kingsview Wealth Management first reported a position in FISV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.37M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Kingsview Wealth Management held 5,257 shares of Fiserv Inc worth $293K as of Q1 2026.
  • Kingsview Wealth Management sold 2,963 Fiserv Inc shares in Q1 2026, an estimated $183K.
  • Fiserv Inc made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1099 holding.
  • Kingsview Wealth Management first reported a position in Fiserv Inc in Q4 2018 and has held it in 30 quarters since.
  • Kingsview Wealth Management's Fiserv Inc position peaked at $1.37M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.