LWAM
FISV

Legacy Wealth Asset Management’s Fiserv Inc FISV Stock Holding History

Legacy Wealth Asset Management’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
Q3 		– Sell
-6,184
Closed -$303K – 372
2026
Q2 		$303K Buy
6,184
+195
+3% +$10.9K 0.07% 319
2026
Q1 		$334K Buy
5,989
+1,966
+49% +$122K 0.08% 305
2025
Q4 		$270K Buy
4,023
+207
+5% +$17.3K 0.07% 327
2025
Q3 		$492K Buy
3,816
+39
+1% +$5.59K 0.12% 261
2025
Q2 		$651K Buy
3,777
+38
+1% +$6.89K 0.17% 193
2025
Q1 		$826K Sell
3,739
-60
-2% -$13.1K 0.23% 114
2024
Q4 		$780K Sell
3,799
-173
-4% -$35.3K 0.21% 128
2024
Q3 		$714K Sell
3,972
-8
-0.2% -$1.32K 0.19% 161
2024
Q2 		$593K Sell
3,980
-574
-13% -$86.9K 0.17% 194
2024
Q1 		$728K Buy
4,554
+4
+0.1% +$583 0.2% 144
2023
Q4 		$604K Sell
4,550
-11
-0.2% -$1.35K 0.2% 170
2023
Q3 		$515K Buy
4,561
+17
+0.4% +$2.09K 0.19% 191
2023
Q2 		$573K Sell
4,544
-21
-0.5% -$2.47K 0.2% 175
2023
Q1 		$516K Sell
4,565
-5
-0.1% -$550 0.19% 185
2022
Q4 		$462K Buy
4,570
+70
+2% +$6.97K 0.18% 198
2022
Q3 		$421K Buy
+4,500
New +$459K 0.18% 197

Other funds holding FISV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Legacy Wealth Asset Management's FISV Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of Fiserv Inc (FISV) in Q3 2026, closing a stake of 6,184 shares — an estimated $303K sold.

Legacy Wealth Asset Management first reported a position in FISV in Q3 2022 and held it in 16 quarters. The position peaked at $826K in Q1 2025. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining Fiserv Inc position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 6,184 Fiserv Inc shares in Q3 2026, an estimated $303K.
  • Legacy Wealth Asset Management first reported a position in Fiserv Inc in Q3 2022 and held it in 16 quarters.
  • Legacy Wealth Asset Management's Fiserv Inc position peaked at $826K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.