Legacy Wealth Management (Mississippi)’s Fiserv Inc FISV Stock Holding History

Legacy Wealth Management (Mississippi)’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	-3,000	Closed	-$387K	–	101
2025 Q3	$387K	Hold	3,000	–	–	0.12%	70
2025 Q2	$517K	Hold	3,000	–	–	0.16%	64
2025 Q1	$662K	Sell	3,000 -800	-21%	-$175K	0.22%	56
2024 Q4	$781K	Hold	3,800	–	–	0.31%	51
2024 Q3	$683K	Hold	3,800	–	–	0.25%	63
2024 Q2	$566K	Sell	3,800 -234	-6%	-$35.4K	0.24%	56
2024 Q1	$645K	Hold	4,034	–	–	0.29%	50
2023 Q4	$536K	Hold	4,034	–	–	0.26%	57
2023 Q3	$456K	Sell	4,034 -177	-4%	-$21.8K	0.24%	61
2023 Q2	$531K	Sell	4,211 -31	-0.7%	-$3.65K	0.27%	56
2023 Q1	$479K	Hold	4,242	–	–	0.26%	59
2022 Q4	$429K	Sell	4,242 -129	-3%	-$12.8K	0.25%	61
2022 Q3	$409K	Buy	+4,371	New	+$445K	0.28%	59

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s FISV Position: Q4 2025 in Review

Legacy Wealth Management (Mississippi) sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,000 shares — an estimated $387K sold.

Legacy Wealth Management (Mississippi) first reported a position in FISV in Q3 2022 and held it in 13 quarters. The position peaked at $781K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Legacy Wealth Management (Mississippi) reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 3,000 Fiserv Inc shares in Q4 2025, an estimated $387K.
Legacy Wealth Management (Mississippi) first reported a position in Fiserv Inc in Q3 2022 and held it in 13 quarters.
Legacy Wealth Management (Mississippi)'s Fiserv Inc position peaked at $781K in Q4 2024.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2025, filed 5 Jan 2026.