Legacy Private Trust’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.41M | Sell |
28,795
-11,772
| -29% | -$658K | 0.08% | 147 |
|
|
2026
Q1 | $2.26M | Sell |
40,567
-29,299
| -42% | -$1.81M | 0.14% | 106 |
|
|
2025
Q4 | $4.69M | Buy |
69,866
+907
| +1% | +$75.9K | 0.28% | 72 |
|
|
2025
Q3 | $8.89M | Buy |
68,959
+7,730
| +13% | +$1.11M | 0.53% | 40 |
|
|
2025
Q2 | $10.6M | Sell |
61,229
-784
| -1% | -$142K | 0.68% | 31 |
|
|
2025
Q1 | $13.7M | Sell |
62,013
-3,602
| -5% | -$789K | 0.94% | 23 |
|
|
2024
Q4 | $13.5M | Sell |
65,615
-2,794
| -4% | -$570K | 0.88% | 23 |
|
|
2024
Q3 | $12.3M | Sell |
68,409
-3,387
| -5% | -$559K | 0.83% | 29 |
|
|
2024
Q2 | $10.7M | Sell |
71,796
-747
| -1% | -$113K | 0.76% | 29 |
|
|
2024
Q1 | $11.6M | Sell |
72,543
-5,535
| -7% | -$806K | 0.85% | 27 |
|
|
2023
Q4 | $10.4M | Sell |
78,078
-2,743
| -3% | -$337K | 0.82% | 28 |
|
|
2023
Q3 | $9.13M | Sell |
80,821
-571
| -0.7% | -$70.3K | 0.79% | 27 |
|
|
2023
Q2 | $10.3M | Sell |
81,392
-4,011
| -5% | -$472K | 0.85% | 28 |
|
|
2023
Q1 | $9.65M | Sell |
85,403
-6,003
| -7% | -$660K | 0.82% | 30 |
|
|
2022
Q4 | $9.24M | Sell |
91,406
-2,118
| -2% | -$211K | 0.84% | 28 |
|
|
2022
Q3 | $8.75M | Buy |
93,524
+193
| +0.2% | +$19.7K | 0.83% | 29 |
|
|
2022
Q2 | $8.3M | Buy |
93,331
+2,956
| +3% | +$287K | 0.74% | 30 |
|
|
2022
Q1 | $9.16M | Sell |
90,375
-1,533
| -2% | -$155K | 0.71% | 33 |
|
|
2021
Q4 | $9.54M | Sell |
91,908
-3,156
| -3% | -$326K | 0.72% | 32 |
|
|
2021
Q3 | $10.3M | Buy |
95,064
+5,369
| +6% | +$600K | 0.83% | 31 |
|
|
2021
Q2 | $9.59M | Sell |
89,695
-1,318
| -1% | -$153K | 0.81% | 33 |
|
|
2021
Q1 | $10.8M | Sell |
91,013
-11,501
| -11% | -$1.32M | 0.98% | 27 |
|
|
2020
Q4 | $11.7M | Sell |
102,514
-2,447
| -2% | -$264K | 1.1% | 22 |
|
|
2020
Q3 | $10.8M | Sell |
104,961
-11,362
| -10% | -$1.13M | 1.12% | 25 |
|
|
2020
Q2 | $11.4M | Sell |
116,323
-13,578
| -10% | -$1.37M | 1.25% | 19 |
|
|
2020
Q1 | $12.3M | Sell |
129,901
-27,654
| -18% | -$3.07M | 1.6% | 16 |
|
|
2019
Q4 | $18.2M | Sell |
157,555
-5,060
| -3% | -$559K | 1.91% | 12 |
|
|
2019
Q3 | $16.8M | Sell |
162,615
-5,339
| -3% | -$545K | 1.88% | 11 |
|
|
2019
Q2 | $15.3M | Sell |
167,954
-9,533
| -5% | -$835K | 1.74% | 13 |
|
|
2019
Q1 | $15.7M | Sell |
177,487
-16,767
| -9% | -$1.38M | 1.86% | 12 |
|
|
2018
Q4 | $14.3M | Sell |
194,254
-7,868
| -4% | -$608K | 1.84% | 11 |
|
|
2018
Q3 | $16.7M | Sell |
202,122
-4,617
| -2% | -$362K | 1.88% | 14 |
|
|
2018
Q2 | $15.3M | Sell |
206,739
-5,626
| -3% | -$409K | 1.83% | 12 |
|
|
2018
Q1 | $15.1M | Sell |
212,365
-7,735
| -4% | -$544K | 1.77% | 13 |
|
|
2017
Q4 | $14.4M | Sell |
220,100
-1,566
| -0.7% | -$101K | 1.68% | 15 |
|
|
2017
Q3 | $14.3M | Sell |
221,666
-8,182
| -4% | -$508K | 1.74% | 13 |
|
|
2017
Q2 | $14.1M | Buy |
229,848
+2,508
| +1% | +$152K | 1.78% | 14 |
|
|
2017
Q1 | $13.1M | Sell |
227,340
-8,044
| -3% | -$452K | 1.68% | 11 |
|
|
2016
Q4 | $12.5M | Buy |
235,384
+7,428
| +3% | +$382K | 1.7% | 11 |
|
|
2016
Q3 | $11.3M | Buy |
227,956
+84
| +0% | +$4.41K | 1.54% | 13 |
|
|
2016
Q2 | $12.4M | Sell |
227,872
-3,034
| -1% | -$156K | 1.8% | 9 |
|
|
2016
Q1 | $11.8M | Buy |
230,906
+440
| +0.2% | +$20.9K | 1.79% | 9 |
|
|
2015
Q4 | $10.5M | Buy |
230,466
+8,328
| +4% | +$391K | 1.6% | 7 |
|
|
2015
Q3 | $9.62M | Buy |
222,138
+11,366
| +5% | +$492K | 1.52% | 7 |
|
|
2015
Q2 | $8.73M | Sell |
210,772
-7,570
| -3% | -$304K | 1.32% | 12 |
|
|
2015
Q1 | $8.67M | Sell |
218,342
-21,552
| -9% | -$822K | 1.27% | 14 |
|
|
2014
Q4 | $8.51M | Buy |
239,894
+8,844
| +4% | +$303K | 1.25% | 14 |
|
|
2014
Q3 | $7.47M | Sell |
231,050
-10,196
| -4% | -$322K | 1.14% | 20 |
|
|
2014
Q2 | $7.28M | Buy |
241,246
+29,370
| +14% | +$871K | 1.12% | 18 |
|
|
2014
Q1 | $6.01M | Sell |
211,876
-14,812
| -7% | -$424K | 1.05% | 22 |
|
|
2013
Q4 | $6.69M | Buy |
226,688
+30,680
| +16% | +$828K | 1.22% | 17 |
|
|
2013
Q3 | $4.95M | Buy |
196,008
+23,816
| +14% | +$576K | 1.05% | 24 |
|
|
2013
Q2 | $3.76M | Buy |
+172,192
| New | +$3.78M | 0.89% | 30 |
|
Other funds holding FISV
CB
PAI
Legacy Private Trust's FISV Position: Q2 2026 in Review
Legacy Private Trust reduced its Fiserv Inc (FISV) stake by 29% in Q2 2026, selling an estimated $658K and leaving 28,795 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #147.
Legacy Private Trust first reported a position in FISV in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.2M in Q4 2019. 788 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Legacy Private Trust held 28,795 shares of Fiserv Inc worth $1.41M as of Q2 2026.
- Legacy Private Trust sold 11,772 Fiserv Inc shares in Q2 2026, an estimated $658K.
- Fiserv Inc made up 0.08% of Legacy Private Trust's portfolio in Q2 2026, its #147 holding.
- Legacy Private Trust first reported a position in Fiserv Inc in Q2 2013 and has held it in 53 quarters since.
- Legacy Private Trust's Fiserv Inc position peaked at $18.2M in Q4 2019.
- 788 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.