Fiserv shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in Fiserv
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Quarterly reported holdings in Fiserv by Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $882k | 6.8k | 128.93 |
| 2025-06-30 | $1.2M | 7.2k | 172.41 |
| 2024-12-31 | $1.5M | 7.2k | 205.42 |
| 2024-09-30 | $1.4M | 7.5k | 179.65 |
| 2024-06-30 | $1.1M | 7.5k | 149.04 |
| 2024-03-31 | $1.2M | 7.5k | 159.82 |
| 2023-12-31 | $1000k | 7.5k | 132.84 |
| 2023-09-30 | $850k | 7.5k | 112.96 |
| 2023-06-30 | $1.0M | 8.0k | 126.15 |