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	–	Sell	-2,100	Closed	-$117K	–	2181
2026 Q1	$117K	Sell	2,100 -7,600	-78%	-$470K	﹤0.01%	1840
2025 Q4	$652K	Hold	9,700	–	–	﹤0.01%	1190
2025 Q3	$1.25M	Buy	9,700 +2,600	+37%	+$373K	﹤0.01%	850
2025 Q2	$1.22M	Buy	7,100 +5,400	+318%	+$979K	﹤0.01%	762
2025 Q1	$375K	Hold	1,700	–	–	﹤0.01%	1120
2024 Q4	$349K	Hold	1,700	–	–	﹤0.01%	1145
2024 Q3	$305K	Hold	1,700	–	–	﹤0.01%	1156
2024 Q2	$253K	Buy	+1,700	New	+$257K	﹤0.01%	1197
2023 Q4	–	Sell	-1,700	Closed	-$192K	–	1371
2023 Q3	$192K	Hold	1,700	–	–	﹤0.01%	1086
2023 Q2	$214K	Hold	1,700	–	–	﹤0.01%	1082
2023 Q1	$192K	Hold	1,700	–	–	﹤0.01%	1016
2022 Q4	$172K	Buy	+1,700	New	+$169K	﹤0.01%	916

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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.