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
2022
Q1 		– Sell
-600
Closed -$58K – 915
2021
Q4 		$58K Hold
600
– – ﹤0.01% 905
2021
Q3 		$3K Buy
+600
New +$67K ﹤0.01% 855

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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. 1,256 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.
  • 1,256 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.