Legacy Advisors’s Fiserv Inc FISV Stock Holding History

Legacy Advisors’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	$245K	Sell	5,001 -3,819	-43%	-$213K	0.02%	287
2026 Q1	$492K	Buy	8,820 +160	+2%	+$9.9K	0.06%	161
2025 Q4	$582K	Buy	8,660 +257	+3%	+$21.5K	0.06%	148
2025 Q3	$1.08M	Buy	+8,403	New	+$1.2M	0.13%	93
2025 Q2	–	Sell	-12,475	Closed	-$2.75M	–	155
2025 Q1	$2.75M	Buy	12,475 +1,810	+17%	+$396K	0.28%	69
2024 Q4	$2.19M	Buy	10,665 +111	+1%	+$22.7K	0.21%	82
2024 Q3	$1.9M	Buy	10,554 +3,819	+57%	+$630K	0.21%	87
2024 Q2	$1M	Buy	6,735 +668	+11%	+$101K	0.12%	130
2024 Q1	$970K	Sell	6,067 -262	-4%	-$38.2K	0.12%	136
2023 Q4	$841K	Buy	6,329 +237	+4%	+$29.1K	0.11%	147
2023 Q3	$688K	Sell	6,092 -734	-11%	-$90.4K	0.11%	152
2023 Q2	$861K	Buy	+6,826	New	+$804K	0.13%	129

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Legacy Advisors's FISV Position: Q2 2026 in Review

Legacy Advisors reduced its Fiserv Inc (FISV) stake by 43% in Q2 2026, selling an estimated $213K and leaving 5,001 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #287.

Legacy Advisors first reported a position in FISV in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.75M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Legacy Advisors held 5,001 shares of Fiserv Inc worth $245K as of Q2 2026.
Legacy Advisors sold 3,819 Fiserv Inc shares in Q2 2026, an estimated $213K.
Fiserv Inc made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #287 holding.
Legacy Advisors first reported a position in Fiserv Inc in Q2 2023 and has held it in 12 quarters since.
Legacy Advisors's Fiserv Inc position peaked at $2.75M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.