Legacy Financial Group »

Fiserv shares owned by Legacy Financial Group

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Legacy Financial Group from 13F filings

Historical chart of Legacy Financial Group investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fiserv by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $201k 1.6k 128.93
2025-06-30 $269k 1.6k 172.41
2025-03-31 $366k 1.7k 220.83
2024-12-31 $340M 1.7k 205419.94
2024-06-30 $254k 1.7k 149.04
2024-03-31 $272k 1.7k 159.82
2023-09-30 $204M 1.8k 112960.11

More positions owned by Legacy Financial Group

Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard Small-cap Etf Etf (VB)
Essential 40 Stock Etf Etf (ESN)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)

View all positions for Legacy Financial Group

Top funds holding Fiserv

Vanguard Group
BlackRock
Dodge & Cox
Capital World Investors
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
D. E. Shaw & Co
Harris Associates L.P
Northern Trust
Invesco
UBS Group
Ubs Global Asset Management Americas
Parnassus Investments
Amundi

View all funds holding Fiserv