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
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

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 Wealth Asset Management's FISV Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Fiserv Inc (FISV) stake by 3.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 6,184 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #319.

Legacy Wealth Asset Management first reported a position in FISV in Q3 2022 and has held it in 16 quarters since. The position peaked at $826K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Legacy Wealth Asset Management held 6,184 shares of Fiserv Inc worth $303K as of Q2 2026.
  • Legacy Wealth Asset Management bought 195 Fiserv Inc shares in Q2 2026, an estimated $10.9K.
  • Fiserv Inc made up 0.07% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #319 holding.
  • Legacy Wealth Asset Management first reported a position in Fiserv Inc in Q3 2022 and has held it in 16 quarters since.
  • Legacy Wealth Asset Management's Fiserv Inc position peaked at $826K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.