Tanglewood Legacy Advisors’s Fiserv Inc FISV Stock Holding History

Tanglewood Legacy 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	$42.8K	Hold	872	–	–	0.01%	174
2026 Q1	$48.7K	Hold	872	–	–	0.02%	163
2025 Q4	$58.6K	Hold	872	–	–	0.02%	159
2025 Q3	$112K	Hold	872	–	–	0.04%	123
2025 Q2	$150K	Hold	872	–	–	0.06%	106
2025 Q1	$193K	Hold	872	–	–	0.08%	93
2024 Q4	$179K	Hold	872	–	–	0.08%	95
2024 Q3	$157K	Hold	872	–	–	0.07%	98
2024 Q2	$130K	Hold	872	–	–	0.06%	106
2024 Q1	$139K	Hold	872	–	–	0.07%	100
2023 Q4	$116K	Hold	872	–	–	0.06%	106
2023 Q3	$98.5K	Hold	872	–	–	0.06%	114
2023 Q2	$110K	Hold	872	–	–	0.06%	110
2023 Q1	$98.6K	Hold	872	–	–	0.06%	111
2022 Q4	$88.1K	Buy	+872	New	+$86.8K	0.06%	101

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

Tanglewood Legacy Advisors's FISV Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Fiserv Inc (FISV) position steady in Q2 2026 at 872 shares worth $42.8K. The position accounts for 0.01% of the portfolio, ranked #174.

Tanglewood Legacy Advisors first reported a position in FISV in Q4 2022 and has held it in 15 quarters since. The position peaked at $193K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Tanglewood Legacy Advisors held 872 shares of Fiserv Inc worth $42.8K as of Q2 2026.
Tanglewood Legacy Advisors left its Fiserv Inc share count unchanged in Q2 2026.
Fiserv Inc made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #174 holding.
Tanglewood Legacy Advisors first reported a position in Fiserv Inc in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Fiserv Inc position peaked at $193K in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.