LT
FISV

Legacy Trust’s Fiserv Inc FISV Stock Holding History

Legacy Trust’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 		$257K Sell
5,247
-989
-16% -$55.3K 0.05% 186
2026
Q1 		$348K Sell
6,236
-31
-0.5% -$1.92K 0.07% 162
2025
Q4 		$421K Sell
6,267
-566
-8% -$47.4K 0.08% 143
2025
Q3 		$881K Sell
6,833
-43
-0.6% -$6.16K 0.17% 93
2025
Q2 		$1.19M Sell
6,876
-20
-0.3% -$3.63K 0.29% 67
2025
Q1 		$1.52M Sell
6,896
-55
-0.8% -$12K 0.37% 63
2024
Q4 		$1.43M Sell
6,951
-55
-0.8% -$11.2K 0.33% 66
2024
Q3 		$1.26M Sell
7,006
-106
-1% -$17.5K 0.29% 69
2024
Q2 		$1.06M Sell
7,112
-47
-0.7% -$7.12K 0.26% 71
2024
Q1 		$1.14M Buy
7,159
+16
+0.2% +$2.33K 0.29% 72
2023
Q4 		$949K Sell
7,143
-51
-0.7% -$6.26K 0.25% 75
2023
Q3 		$813K Sell
7,194
-181
-2% -$22.3K 0.24% 76
2023
Q2 		$930K Sell
7,375
-113
-2% -$13.3K 0.26% 76
2023
Q1 		$846K Buy
7,488
+1,136
+18% +$125K 0.25% 78
2022
Q4 		$642K Buy
+6,352
New +$633K 0.2% 84

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Legacy Trust's FISV Position: Q2 2026 in Review

Legacy Trust reduced its Fiserv Inc (FISV) stake by 16% in Q2 2026, selling an estimated $55.3K and leaving 5,247 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #186.

Legacy Trust first reported a position in FISV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.52M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Legacy Trust held 5,247 shares of Fiserv Inc worth $257K as of Q2 2026.
  • Legacy Trust sold 989 Fiserv Inc shares in Q2 2026, an estimated $55.3K.
  • Fiserv Inc made up 0.05% of Legacy Trust's portfolio in Q2 2026, its #186 holding.
  • Legacy Trust first reported a position in Fiserv Inc in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Fiserv Inc position peaked at $1.52M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.