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Livermore
Livermore
ZHEN

Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

FISV holding history

Fiserv Inc in every 13F filed by Key Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overviewAll 13F holders of FISVFull Q2 2026 holdings

Shares (Q2 2026)
8,759
Value
$429.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of FISV by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,759$429.6K0.1%00.0%UnchangedHolders
Q1 20268,759$488.8K0.1%00.0%UnchangedHolders
Q4 20258,759$588.3K0.1%−75−0.8%ReducedHolders
Q3 20258,834$1.11M0.2%00.0%UnchangedHolders
Q2 20258,834$1.52M0.3%00.0%UnchangedHolders
Q1 20258,834$1.95M0.4%00.0%UnchangedHolders
Q4 20248,834$1.81M0.4%00.0%UnchangedHolders
Q3 20248,834$1.59M0.4%+22+0.2%AddedHolders
Q2 20248,812$1.31M0.3%00.0%UnchangedHolders
Q1 20248,812$1.41M0.4%00.0%UnchangedHolders
Q4 20238,812$1.17M0.3%00.0%UnchangedHolders
Q3 20238,812$995.4K0.3%00.0%UnchangedHolders
Q2 20238,812$1.11M0.4%+75+0.9%AddedHolders
Q1 20238,737$987.5K0.4%−169−1.9%ReducedHolders
Q4 20228,906$833.3K0.4%00.0%UnchangedHolders
Q3 20228,906$833.0K0.4%00.0%UnchangedHolders
Q2 20228,906$825.0K0.4%00.0%UnchangedHolders
Q1 20228,906$903.0K0.4%00.0%UnchangedHolders
Q4 20218,906$924.0K0.5%00.0%UnchangedHolders
Q3 20218,906$966.0K0.5%00.0%UnchangedHolders
Q2 20218,906$1.02M0.6%00.0%UnchangedHolders
Q1 20218,906$1.06M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.