KBFS
FISV

Kohmann Bosshard Financial Services’s Fiserv Inc FISV Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-2
Closed -$411 – 450
2024
Q4 		$411 Buy
+2
New +$408 ﹤0.01% 658

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kohmann Bosshard Financial Services's FISV Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 2 shares — an estimated $411 sold.

Kohmann Bosshard Financial Services first reported a position in FISV in Q4 2024 and held it in 1 quarter. The position peaked at $411 in Q4 2024. 1,937 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 2 Fiserv Inc shares in Q1 2025, an estimated $411.
  • Kohmann Bosshard Financial Services first reported a position in Fiserv Inc in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Fiserv Inc position peaked at $411 in Q4 2024.
  • 1,937 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.