KWA
FISV

Kingswood Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Kingswood Wealth Advisors’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
Q3 		– Sell
-2,492
Closed -$430K – 810
2025
Q2 		$430K Sell
2,492
-1,808
-42% -$328K 0.03% 458
2025
Q1 		$952K Sell
4,300
-1,413
-25% -$309K 0.09% 254
2024
Q4 		$1.17M Buy
5,713
+3,179
+125% +$649K 0.09% 237
2024
Q3 		$453K Sell
2,534
-217
-8% -$35.8K 0.03% 480
2024
Q2 		$410K Buy
2,751
+128
+5% +$19.4K 0.04% 435
2024
Q1 		$419K Sell
2,623
-49
-2% -$7.14K 0.05% 390
2023
Q4 		$355K Buy
2,672
+647
+32% +$79.4K 0.04% 424
2023
Q3 		$723K Sell
2,025
-35
-2% -$4.31K 0.12% 187
2023
Q2 		$260K Buy
+2,060
New +$243K 0.08% 217

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kingswood Wealth Advisors's FISV Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 2,492 shares — an estimated $430K sold.

Kingswood Wealth Advisors first reported a position in FISV in Q2 2023 and held it in 9 quarters. The position peaked at $1.17M in Q4 2024. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,492 Fiserv Inc shares in Q3 2025, an estimated $430K.
  • Kingswood Wealth Advisors first reported a position in Fiserv Inc in Q2 2023 and held it in 9 quarters.
  • Kingswood Wealth Advisors's Fiserv Inc position peaked at $1.17M in Q4 2024.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.