Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

FISV holding history

Fiserv Inc in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overview All 13F holders of FISV Full Q2 2026 holdings

Shares (Q2 2026): 14,944
Value: $733.0K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of FISV by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,944	$733.0K	<0.1%	−32,651−68.6%	Reduced	Holders
Q1 2026	47,595	$2.66M	<0.1%	−4,735−9.0%	Reduced	Holders
Q4 2025	52,330	$3.52M	0.1%	−592,265−91.9%	Reduced	Holders
Q3 2025	644,595	$83.1M	1.4%	−37,682−5.5%	Reduced	Holders
Q2 2025	682,277	$117.6M	2.1%	+26,832+4.1%	Added	Holders
Q1 2025	655,445	$144.7M	2.8%	−5,044−0.8%	Reduced	Holders
Q4 2024	660,489	$135.7M	2.5%	−3230.0%	Reduced	Holders
Q3 2024	660,812	$118.7M	2.3%	−868−0.1%	Reduced	Holders
Q2 2024	661,680	$98.6M	2.0%	+13,440+2.1%	Added	Holders
Q1 2024	648,240	$103.6M	2.3%	+14,635+2.3%	Added	Holders
Q4 2023	633,605	$84.2M	2.0%	+6,733+1.1%	Added	Holders
Q3 2023	626,872	$70.8M	1.9%	+10,244+1.7%	Added	Holders
Q2 2023	616,628	$77.8M	2.4%	−46,656−7.0%	Reduced	Holders
Q1 2023	663,284	$75.0M	2.5%	−6,702−1.0%	Reduced	Holders
Q4 2022	669,986	$67.7M	2.3%	−3,433−0.5%	Reduced	Holders
Q3 2022	673,419	$63.0M	2.2%	+53,170+8.6%	Added	Holders
Q2 2022	620,249	$55.2M	1.9%	+21,578+3.6%	Added	Holders
Q1 2022	598,671	$60.7M	1.7%	+125,884+26.6%	Added	Holders
Q4 2021	472,787	$49.1M	1.3%	+240,724+103.7%	Added	Holders
Q3 2021	232,063	$25.2M	0.7%	+525+0.2%	Added	Holders
Q2 2021	231,538	$24.7M	0.7%	−640−0.3%	Reduced	Holders
Q1 2021	232,178	$27.6M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.