Legend Financial Advisors’s Fiserv Inc FISV Stock Holding History

Legend Financial Advisors’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	–	Sell	-6,844	Closed	-$382K	–	41
2026 Q1	$382K	Hold	6,844	–	–	0.25%	34
2025 Q4	$460K	Hold	6,844	–	–	0.28%	33
2025 Q3	$882K	Sell	6,844 -364	-5%	-$52.2K	0.54%	28
2025 Q2	$1.24M	Hold	7,208	–	–	0.83%	20
2025 Q1	$1.59M	Hold	7,208	–	–	1.17%	18
2024 Q4	$1.48M	Sell	7,208 -318	-4%	-$64.9K	1.04%	17
2024 Q3	$1.35M	Hold	7,526	–	–	0.93%	17
2024 Q2	$1.12M	Hold	7,526	–	–	0.8%	17
2024 Q1	$1.2M	Hold	7,526	–	–	0.87%	16
2023 Q4	$1,000K	Hold	7,526	–	–	0.8%	17
2023 Q3	$850K	Sell	7,526 -510	-6%	-$62.8K	0.73%	19
2023 Q2	$1.01M	Buy	+8,036	New	+$946K	0.85%	17

Other funds holding FISV

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Legend Financial Advisors's FISV Position: Q2 2026 in Review

Legend Financial Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 6,844 shares — an estimated $382K sold.

Legend Financial Advisors first reported a position in FISV in Q2 2023 and held it in 12 quarters. The position peaked at $1.59M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Legend Financial Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Legend Financial Advisors sold 6,844 Fiserv Inc shares in Q2 2026, an estimated $382K.
Legend Financial Advisors first reported a position in Fiserv Inc in Q2 2023 and held it in 12 quarters.
Legend Financial Advisors's Fiserv Inc position peaked at $1.59M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.