LFA
FISV

Legacy Financial Advisors’s Fiserv Inc FISV Stock Holding History

Legacy Financial 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
Q1 		$1.31M Buy
23,471
+1,892
+9% +$117K 0.18% 99
2025
Q4 		$1.45M Buy
21,579
+14,636
+211% +$1.23M 0.2% 88
2025
Q3 		$895K Buy
6,943
+1,719
+33% +$246K 0.12% 147
2025
Q2 		$901K Buy
5,224
+2,987
+134% +$542K 0.14% 122
2025
Q1 		$494K Buy
2,237
+237
+12% +$51.9K 0.08% 197
2024
Q4 		$411K Sell
2,000
-173
-8% -$35.3K 0.07% 225
2024
Q3 		$390K Buy
2,173
+142
+7% +$23.4K 0.07% 232
2024
Q2 		$303K Sell
2,031
-167
-8% -$25.3K 0.05% 249
2024
Q1 		$351K Buy
2,198
+72
+3% +$10.5K 0.06% 224
2023
Q4 		$282K Buy
2,126
+121
+6% +$14.8K 0.05% 240
2023
Q3 		$226K Buy
2,005
+64
+3% +$7.88K 0.05% 236
2023
Q2 		$245K Buy
1,941
+126
+7% +$14.8K 0.05% 223
2023
Q1 		$205K Buy
+1,815
New +$200K 0.04% 235
2019
Q2 		– Sell
-518
Closed -$46K – 393
2019
Q1 		$46K Sell
518
-35
-6% -$2.89K 0.02% 287
2018
Q4 		$41K Buy
553
+295
+114% +$22.8K 0.02% 275
2018
Q3 		$21K Hold
258
– – 0.01% 365
2018
Q2 		$20K Hold
258
– – 0.01% 380
2018
Q1 		$18K Hold
258
– – 0.01% 380
2017
Q4 		$16K Buy
+258
New +$16.7K 0.01% 399

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Advisors's FISV Position: Q1 2026 in Review

Legacy Financial Advisors increased its Fiserv Inc (FISV) stake by 8.8% in Q1 2026, buying an estimated $117K and bringing the position to 23,471 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #99.

Legacy Financial Advisors first reported a position in FISV in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2025. 1,256 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Legacy Financial Advisors held 23,471 shares of Fiserv Inc worth $1.31M as of Q1 2026.
  • Legacy Financial Advisors bought 1,892 Fiserv Inc shares in Q1 2026, an estimated $117K.
  • Fiserv Inc made up 0.18% of Legacy Financial Advisors's portfolio in Q1 2026, its #99 holding.
  • Legacy Financial Advisors first reported a position in Fiserv Inc in Q4 2017 and has held it in 19 quarters since.
  • Legacy Financial Advisors's Fiserv Inc position peaked at $1.45M in Q4 2025.
  • 1,256 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.