KF
FISV

Krilogy Financial’s Fiserv Inc FISV Stock Holding History

Krilogy Financial’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
2026
Q2 		– Sell
-7,485
Closed -$467K – 1100
2026
Q1 		$467K Buy
7,485
+2,561
+52% +$158K 0.02% 605
2025
Q4 		$331K Sell
4,924
-6,114
-55% -$512K 0.01% 687
2025
Q3 		$706K Buy
+11,038
New +$1.58M 0.03% 422
2017
Q4 		– Sell
-204
Closed -$13K – 787
2017
Q3 		$13K Buy
204
+106
+108% +$6.59K ﹤0.01% 547
2017
Q2 		$6K Hold
98
– – ﹤0.01% 578
2017
Q1 		$5K Hold
98
– – ﹤0.01% 576
2016
Q4 		$5K Buy
+98
New +$5.03K ﹤0.01% 576

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Krilogy Financial's FISV Position: Q2 2026 in Review

Krilogy Financial sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 7,485 shares — an estimated $467K sold.

Krilogy Financial first reported a position in FISV in Q4 2016 and held it in 7 quarters. The position peaked at $706K in Q3 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Krilogy Financial reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Krilogy Financial sold 7,485 Fiserv Inc shares in Q2 2026, an estimated $467K.
  • Krilogy Financial first reported a position in Fiserv Inc in Q4 2016 and held it in 7 quarters.
  • Krilogy Financial's Fiserv Inc position peaked at $706K in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.