KMG Fiduciary Partners’s Fiserv Inc FISV Stock Holding History

KMG Fiduciary Partners’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 Q4	–	Sell	-3,653	Closed	-$471K	–	271
2025 Q3	$471K	Hold	3,653	–	–	0.03%	234
2025 Q2	$630K	Hold	3,653	–	–	0.05%	218
2025 Q1	$807K	Hold	3,653	–	–	0.07%	196
2024 Q4	$750K	Sell	3,653 -427	-10%	-$87.2K	0.06%	198
2024 Q3	$733K	Hold	4,080	–	–	0.06%	191
2024 Q2	$608K	Hold	4,080	–	–	0.06%	173
2024 Q1	$652K	Hold	4,080	–	–	0.07%	164
2023 Q4	$542K	Hold	4,080	–	–	0.06%	175
2023 Q3	$461K	Hold	4,080	–	–	0.06%	172
2023 Q2	$515K	Buy	+4,080	New	+$480K	0.07%	171

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

KMG Fiduciary Partners's FISV Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,653 shares — an estimated $471K sold.

KMG Fiduciary Partners first reported a position in FISV in Q2 2023 and held it in 10 quarters. The position peaked at $807K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

KMG Fiduciary Partners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 3,653 Fiserv Inc shares in Q4 2025, an estimated $471K.
KMG Fiduciary Partners first reported a position in Fiserv Inc in Q2 2023 and held it in 10 quarters.
KMG Fiduciary Partners's Fiserv Inc position peaked at $807K in Q1 2025.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.