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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

FISV holding history

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

FISV overviewAll 13F holders of FISVFull Q2 2026 holdings

Shares (Q2 2026)
10,571
Value
$518.5K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of FISV by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,571$518.5K<0.1%−1,804−14.6%ReducedHolders
Q1 202612,375$690.5K<0.1%−4,497−26.7%ReducedHolders
Q4 202516,872$1.13M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202533,929$5.85M<0.1%+18,412+118.7%AddedHolders
Q1 202515,517$3.43M<0.1%+2,958+23.6%AddedHolders
Q4 202412,559$2.58M<0.1%+186+1.5%AddedHolders
Q3 202412,373$2.22M<0.1%+97+0.8%AddedHolders
Q2 202412,276$1.83M<0.1%+235+2.0%AddedHolders
Q1 202412,041$1.92M<0.1%+835+7.5%AddedHolders
Q4 202311,206$1.49M<0.1%−905−7.5%ReducedHolders
Q3 202312,111$1.37M<0.1%+12,111NewHolders
Q2 20230$00.0%−1,970−100.0%Sold outHolders
Q1 20231,970$1.38M<0.1%−6,656−77.2%ReducedHolders
Q4 20228,626$871.8K<0.1%+8,626NewHolders
Q3 20220$00.0%−4,421−100.0%Sold outHolders
Q2 20224,421$393.0K<0.1%+212+5.0%AddedHolders
Q1 20224,209$427.0K<0.1%−1,470−25.9%ReducedHolders
Q4 20215,679$589.0K<0.1%+3,236+132.5%AddedHolders
Q3 20212,443$265.0K<0.1%+39+1.6%AddedHolders
Q2 20212,404$257.0K<0.1%+21+0.9%AddedHolders
Q1 20212,383$284.0K<0.1%––Holders

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