Legacy Financial Group (Iowa)
FISV

Legacy Financial Group (Iowa)’s Fiserv Inc FISV Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-1,562
Closed -$201K – 123
2025
Q3 		$201K Hold
1,562
– – 0.03% 117
2025
Q2 		$269K Sell
1,562
-93
-6% -$16.9K 0.04% 101
2025
Q1 		$365K Hold
1,655
– – 0.06% 86
2024
Q4 		$340K Buy
+1,655
New +$338K 0.06% 86
2024
Q3 		– Sell
-1,701
Closed -$254K – 68
2024
Q2 		$254K Hold
1,701
– – 0.05% 92
2024
Q1 		$272K Buy
+1,701
New +$248K 0.06% 84
2023
Q4 		– Sell
-1,805
Closed -$204K – 186
2023
Q3 		$204K Buy
+1,805
New +$222K 0.05% 92

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Legacy Financial Group (Iowa)'s FISV Position: Q4 2025 in Review

Legacy Financial Group (Iowa) sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,562 shares — an estimated $201K sold.

Legacy Financial Group (Iowa) first reported a position in FISV in Q3 2023 and held it in 7 quarters. The position peaked at $365K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Legacy Financial Group (Iowa) reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,562 Fiserv Inc shares in Q4 2025, an estimated $201K.
  • Legacy Financial Group (Iowa) first reported a position in Fiserv Inc in Q3 2023 and held it in 7 quarters.
  • Legacy Financial Group (Iowa)'s Fiserv Inc position peaked at $365K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2025, filed 5 Feb 2026.