Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
FISV holding history
Fiserv Inc in every 13F filed by Legacy 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)
- 5,001
- Value
- $245.3K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,001 | $245.3K | <0.1% | −3,819−43.3% | Reduced | Holders |
| Q1 2026 | 8,820 | $492.2K | 0.1% | +160+1.8% | Added | Holders |
| Q4 2025 | 8,660 | $581.7K | 0.1% | +257+3.1% | Added | Holders |
| Q3 2025 | 8,403 | $1.08M | 0.1% | +8,403 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −12,475−100.0% | Sold out | Holders |
| Q1 2025 | 12,475 | $2.75M | 0.3% | +1,810+17.0% | Added | Holders |
| Q4 2024 | 10,665 | $2.19M | 0.2% | +111+1.1% | Added | Holders |
| Q3 2024 | 10,554 | $1.90M | 0.2% | +3,819+56.7% | Added | Holders |
| Q2 2024 | 6,735 | $1.00M | 0.1% | +668+11.0% | Added | Holders |
| Q1 2024 | 6,067 | $969.6K | 0.1% | −262−4.1% | Reduced | Holders |
| Q4 2023 | 6,329 | $840.7K | 0.1% | +237+3.9% | Added | Holders |
| Q3 2023 | 6,092 | $688.2K | 0.1% | −734−10.8% | Reduced | Holders |
| Q2 2023 | 6,826 | $861.1K | 0.1% | +6,826 | New | Holders |