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Wallace Advisory Group, LLC

SEC CIK
0001932645
Latest filing
Aug 3, 2026

FISV holding history

Fiserv Inc in every 13F filed by Wallace Advisory Group, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2022
Holdings of FISV by Wallace Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−3,066−100.0%Sold outHolders
Q3 20253,066$528.6K0.4%+594+24.0%AddedHolders
Q2 20252,472$545.9K0.4%−492−16.6%ReducedHolders
Q1 20252,964$608.9K0.4%−228−7.1%ReducedHolders
Q4 20243,192$573.4K0.4%−125−3.8%ReducedHolders
Q3 20243,317$494.4K0.4%00.0%UnchangedHolders
Q2 20243,317$494.4K0.4%−381−10.3%ReducedHolders
Q1 20243,698$491.2K0.4%−171−4.4%ReducedHolders
Q4 20233,869$437.0K0.3%−439−10.2%ReducedHolders
Q3 20234,308$543.5K0.4%−208−4.6%ReducedHolders
Q2 20234,516$510.4K0.4%00.0%UnchangedHolders
Q1 20234,516$510.4K0.4%+969+27.3%AddedHolders
Q4 20223,547$358.5K0.3%–No prior filingHolders