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
Q2 		$1.15M Sell
23,449
-22
-0.1% -$1.23K 0.14% 123
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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Legacy Financial Advisors's FISV Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Fiserv Inc (FISV) stake by 0.09% in Q2 2026, selling an estimated $1.23K and leaving 23,449 shares worth $1.15M. The position accounts for 0.14% of the portfolio, ranked #123.

Legacy Financial Advisors first reported a position in FISV in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.45M in Q4 2025. 1,151 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Legacy Financial Advisors held 23,449 shares of Fiserv Inc worth $1.15M as of Q2 2026.
  • Legacy Financial Advisors sold 22 Fiserv Inc shares in Q2 2026, an estimated $1.23K.
  • Fiserv Inc made up 0.14% of Legacy Financial Advisors's portfolio in Q2 2026, its #123 holding.
  • Legacy Financial Advisors first reported a position in Fiserv Inc in Q4 2017 and has held it in 20 quarters since.
  • Legacy Financial Advisors's Fiserv Inc position peaked at $1.45M in Q4 2025.
  • 1,151 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.