KIG
FISV

Kowal Investment Group’s Fiserv Inc FISV Stock Holding History

Kowal Investment Group’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
2024
Q3 		$1.03M Sell
5,757
-63
-1% -$10.4K 0.19% 75
2024
Q2 		$867K Sell
5,820
-30
-0.5% -$4.54K 0.17% 78
2024
Q1 		$935K Sell
5,850
-147
-2% -$21.4K 0.2% 71
2023
Q4 		$797K Sell
5,997
-91
-1% -$11.2K 0.19% 72
2023
Q3 		$688K Sell
6,088
-94
-2% -$11.6K 0.19% 69
2023
Q2 		$780K Sell
6,182
-106
-2% -$12.5K 0.21% 64
2023
Q1 		$711K Sell
6,288
-1,326
-17% -$146K 0.2% 62
2022
Q4 		$770K Sell
7,614
-102
-1% -$10.2K 0.23% 62
2022
Q3 		$722K Sell
7,716
-890
-10% -$90.7K 0.24% 54
2022
Q2 		$766K Sell
8,606
-768
-8% -$74.5K 0.25% 45
2022
Q1 		$951K Buy
9,374
+81
+0.9% +$8.2K 0.29% 34
2021
Q4 		$965K Buy
9,293
+471
+5% +$48.7K 0.29% 31
2021
Q3 		$957K Sell
8,822
-67
-0.8% -$7.49K 0.3% 27
2021
Q2 		$950K Hold
8,889
– – 0.34% 27
2021
Q1 		$1.06M Sell
8,889
-28
-0.3% -$3.21K 0.43% 21
2020
Q4 		$992K Buy
+8,917
New +$961K 0.46% 19

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Kowal Investment Group's FISV Position: Q3 2024 in Review

Kowal Investment Group reduced its Fiserv Inc (FISV) stake by 1.1% in Q3 2024, selling an estimated $10.4K and leaving 5,757 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #75.

Kowal Investment Group first reported a position in FISV in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.06M in Q1 2021. 1,722 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Kowal Investment Group held 5,757 shares of Fiserv Inc worth $1.03M as of Q3 2024.
  • Kowal Investment Group sold 63 Fiserv Inc shares in Q3 2024, an estimated $10.4K.
  • Fiserv Inc made up 0.19% of Kowal Investment Group's portfolio in Q3 2024, its #75 holding.
  • Kowal Investment Group first reported a position in Fiserv Inc in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Fiserv Inc position peaked at $1.06M in Q1 2021.
  • 1,722 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.