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 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 $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors's FISV Position: Q1 2026 in Review

Lido Advisors reduced its Fiserv Inc (FISV) stake by 36% in Q1 2026, selling an estimated $854K and leaving 24,099 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Lido Advisors first reported a position in FISV in Q1 2016 and has held it in 18 quarters since. The position peaked at $11.6M in Q3 2024. 1,254 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Lido Advisors held 24,099 shares of Fiserv Inc worth $1.34M as of Q1 2026.
Lido Advisors sold 13,798 Fiserv Inc shares in Q1 2026, an estimated $854K.
Fiserv Inc made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #844 holding.
Lido Advisors first reported a position in Fiserv Inc in Q1 2016 and has held it in 18 quarters since.
Lido Advisors's Fiserv Inc position peaked at $11.6M in Q3 2024.
1,254 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.