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Livermore
Livermore
ZHEN

Trinity Financial Advisors LLC

SEC CIK
0001809574
Latest filing
Jul 6, 2026

FISV holding history

Fiserv Inc in every 13F filed by Trinity Financial 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)
15,293
Value
$750.1K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of FISV by Trinity Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,293$750.1K0.2%+10+0.1%AddedHolders
Q1 202615,283$852.8K0.2%+5,962+64.0%AddedHolders
Q4 20259,321$626.1K0.2%−9,211−49.7%ReducedHolders
Q3 202518,532$2.39M0.7%00.0%UnchangedHolders
Q2 202518,532$3.20M1.0%00.0%UnchangedHolders
Q1 202518,532$4.02M1.4%−482−2.5%ReducedHolders
Q4 202419,014$3.92M1.5%00.0%UnchangedHolders
Q3 202419,014$2.46M1.1%−362−1.9%ReducedHolders
Q2 202419,376$2.89M1.3%00.0%UnchangedHolders
Q1 202419,376$3.10M1.4%00.0%UnchangedHolders
Q4 202319,376$2.57M1.3%−3,122−13.9%ReducedHolders
Q3 202322,498$2.54M1.4%−76−0.3%ReducedHolders
Q2 202322,574$2.85M1.5%+76+0.3%AddedHolders
Q1 202322,498$2.54M1.6%00.0%UnchangedHolders
Q4 202222,498$2.27M1.5%00.0%UnchangedHolders
Q3 202222,498$2.10M1.5%+548+2.5%AddedHolders
Q2 202221,950$1.95M1.4%00.0%UnchangedHolders
Q1 202221,950$2.23M1.4%+865+4.1%AddedHolders
Q4 202121,085$2.19M1.3%00.0%UnchangedHolders
Q3 202121,085$2.29M1.5%00.0%UnchangedHolders
Q2 202121,085$2.25M1.6%−3,542−14.4%ReducedHolders
Q1 202124,627$2.93M2.3%––Holders

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