Lido Advisors
FISV

Lido Advisors’s Fiserv Inc FISV Stock Holding History

Lido Advisors’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275K Buy
5,600
+1,700
+44% +$95K ﹤0.01% 1784
2026
Q1 		$218K Buy
+3,900
New +$241K ﹤0.01% 1738

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Lido Advisors's FISV Position: Q2 2026 in Review

Lido Advisors increased its Fiserv Inc (FISV) stake by 116% in Q2 2026, buying an estimated $1.56M and bringing the position to 52,070 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #715.

Lido Advisors first reported a position in FISV in Q1 2016 and has held it in 19 quarters since. The position peaked at $11.6M in Q3 2024. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Lido Advisors held 52,070 shares of Fiserv Inc worth $2.55M as of Q2 2026.
  • Lido Advisors bought 27,971 Fiserv Inc shares in Q2 2026, an estimated $1.56M.
  • Fiserv Inc made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #715 holding.
  • Lido Advisors first reported a position in Fiserv Inc in Q1 2016 and has held it in 19 quarters since.
  • Lido Advisors's Fiserv Inc position peaked at $11.6M in Q3 2024.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.