LAI
FISV

Legal Advantage Investments’s Fiserv Inc FISV Stock Holding History

Legal Advantage Investments’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 		$4.09M Sell
83,455
-625
-0.7% -$34.9K 1.44% 21
2026
Q1 		$4.69M Buy
84,080
+8,000
+11% +$495K 2.42% 12
2025
Q4 		$5.11M Buy
76,080
+18,788
+33% +$1.57M 2.37% 12
2025
Q3 		$7.39M Sell
57,292
-675
-1% -$96.7K 3.33% 7
2025
Q2 		$9.99M Buy
57,967
+4,550
+9% +$825K 4.67% 1
2025
Q1 		$11.8M Sell
53,417
-500
-0.9% -$109K 6.37% 1
2024
Q4 		$11.1M Sell
53,917
-1,970
-4% -$402K 5.86% 1
2024
Q3 		$10M Sell
55,887
-400
-0.7% -$66K 5.52% 1
2024
Q2 		$8.39M Sell
56,287
-450
-0.8% -$68.1K 4.83% 2
2024
Q1 		$9.07M Sell
56,737
-9,790
-15% -$1.43M 5.07% 2
2023
Q4 		$8.84M Sell
66,527
-2,500
-4% -$307K 5.31% 2
2023
Q3 		$7.8M Sell
69,027
-500
-0.7% -$61.6K 5.57% 2
2023
Q2 		$8.77M Sell
69,527
-2,000
-3% -$235K 5.85% 2
2023
Q1 		$8.08M Buy
71,527
+100
+0.1% +$11K 5.93% 2
2022
Q4 		$7.22M Buy
71,427
+1,100
+2% +$110K 5.94% 2
2022
Q3 		$6.58M Hold
70,327
– – 6.17% 2
2022
Q2 		$6.26M Sell
70,327
-350
-0.5% -$33.9K 6.1% 2
2022
Q1 		$7.14M Buy
70,677
+1,250
+2% +$127K 5.37% 2
2021
Q4 		$7.21M Buy
69,427
+282
+0.4% +$29.2K 4.89% 2
2021
Q3 		$7.5M Sell
69,145
-200
-0.3% -$22.3K 5.03% 2
2021
Q2 		$7.41M Sell
69,345
-82
-0.1% -$9.53K 5.08% 2
2021
Q1 		$8.27M Buy
69,427
+500
+0.7% +$57.4K 6.18% 2
2020
Q4 		$7.85M Buy
+68,927
New +$7.43M 6.11% 2

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Legal Advantage Investments's FISV Position: Q2 2026 in Review

Legal Advantage Investments reduced its Fiserv Inc (FISV) stake by 0.74% in Q2 2026, selling an estimated $34.9K and leaving 83,455 shares worth $4.09M. The position accounts for 1.44% of the portfolio, ranked #21.

Legal Advantage Investments first reported a position in FISV in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.8M in Q1 2025. 764 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Legal Advantage Investments held 83,455 shares of Fiserv Inc worth $4.09M as of Q2 2026.
  • Legal Advantage Investments sold 625 Fiserv Inc shares in Q2 2026, an estimated $34.9K.
  • Fiserv Inc made up 1.44% of Legal Advantage Investments's portfolio in Q2 2026, its #21 holding.
  • Legal Advantage Investments first reported a position in Fiserv Inc in Q4 2020 and has held it in 23 quarters since.
  • Legal Advantage Investments's Fiserv Inc position peaked at $11.8M in Q1 2025.
  • 764 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.