Legacy Capital Group California’s Fiserv Inc FISV Stock Holding History

Legacy Capital Group California’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 Q3	–	Sell	-2,960	Closed	-$510K	–	340
2025 Q2	$510K	Buy	2,960 +26	+0.9%	+$4.71K	0.14%	183
2025 Q1	$648K	Sell	2,934 -135	-4%	-$29.6K	0.23%	121
2024 Q4	$630K	Sell	3,069 -28	-0.9%	-$5.72K	0.19%	146
2024 Q3	$556K	Sell	3,097 -12	-0.4%	-$1.98K	0.19%	160
2024 Q2	$463K	Buy	3,109 +34	+1%	+$5.15K	0.17%	176
2024 Q1	$491K	Sell	3,075 -63	-2%	-$9.18K	0.18%	172
2023 Q4	$417K	Buy	3,138 +110	+4%	+$13.5K	0.16%	184
2023 Q3	$342K	Buy	3,028 +2	+0.1%	+$246	0.15%	191
2023 Q2	$382K	Buy	3,026 +144	+5%	+$17K	0.16%	187
2023 Q1	$326K	Buy	+2,882	New	+$317K	0.16%	182

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Capital Group California's FISV Position: Q3 2025 in Review

Legacy Capital Group California sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 2,960 shares — an estimated $510K sold.

Legacy Capital Group California first reported a position in FISV in Q1 2023 and held it in 10 quarters. The position peaked at $648K in Q1 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Legacy Capital Group California reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Legacy Capital Group California sold 2,960 Fiserv Inc shares in Q3 2025, an estimated $510K.
Legacy Capital Group California first reported a position in Fiserv Inc in Q1 2023 and held it in 10 quarters.
Legacy Capital Group California's Fiserv Inc position peaked at $648K in Q1 2025.
1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Legacy Capital Group California's 13F filing for Q3 2025, filed 12 Nov 2025.