Fiserv, Inc.
US ˙ NYSE ˙ US3377381088
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT

SecurityFI / Fiserv, Inc.
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership23,471 shares
Latest Disclosed Value $ 1,309,671
Legacy Financial Advisors, Inc. reports 8.77% increase in ownership of FI / Fiserv, Inc.

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 23,471 shares of Fiserv, Inc. (US:FI) valued at $1,309,671 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 21,579 shares of Fiserv, Inc.. This represents a change in shares of 8.77% during the quarter. The current value of the position is $1,497,450 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F FISERV Stock 337738108 23,471 1,892 8.77 1,310 -9.66 0.1831
2026-02-04 2025-12-31 13F FISERV Stock 337738108 21,579 14,636 210.80 1,449 61.90 0.2005
2025-11-10 2025-09-30 13F FISERV Stock 337738108 6,943 1,719 32.91 895 -0.56 0.1233
2025-08-07 2025-06-30 13F FISERV Stock 337738108 5,224 2,987 133.53 901 82.56 0.1407
2025-05-14 2025-03-31 13F FISERV Stock 337738108 2,237 237 11.85 494 20.24 0.0826
2025-02-13 2024-12-31 13F FISERV Stock 337738108 2,000 -173 -7.96 411 5.13 0.0679
2024-11-14 2024-09-30 13F FISERV Stock 337738108 2,173 142 6.99 390 29.14 0.0656
2024-08-13 2024-06-30 13F FISERV Stock 337738108 2,031 -167 -7.60 303 -13.96 0.0539
2024-05-14 2024-03-31 13F FISERV Stock 337738108 2,198 72 3.39 351 24.47 0.0629
2024-02-13 2023-12-31 13F/A-1 FISERV Stock 337738108 2,126 121 6.03 282 24.78 0.0542
2024-02-06 2023-12-31 13F FISERV Stock 337738108 2,126 121 282 0.0544
2023-11-13 2023-09-30 13F FISERV Stock 337738108 2,005 64 3.30 226 -7.38 0.0453
2023-08-08 2023-06-30 13F FISERV Stock 337738108 1,941 126 6.94 245 19.02 0.0457
2023-05-03 2023-03-31 13F FISERV Stock 337738108 1,815 1,815 205 0.0419
2019-08-07 2019-06-30 13F FISERV Stock 337738108 0 -518 -100.00 0 -100.00
2019-05-14 2019-03-31 13F FISERV Stock 337738108 518 -35 -6.33 46 12.20 0.0156
2019-01-16 2018-12-31 13F FISERV Stock 337738108 553 295 114.34 41 95.24 0.0159
2018-10-30 2018-09-30 13F FISERV Stock 337738108 258 0 0.00 21 5.00 0.0076
2018-07-17 2018-06-30 13F FISERV Stock 337738108 258 0 0.00 20 11.11 0.0076
2018-04-12 2018-03-31 13F FISERV Stock 337738108 258 129 100.00 18 12.50 0.0072
2018-02-09 2017-12-31 13F FISERV INC COM Stock 337738108 129 129 16 0.0066
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.