LAS
FISV

Lloyd Advisory Services’s Fiserv Inc FISV Stock Holding History

Lloyd Advisory Services’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 		$93K Buy
+1,897
New +$106K 0.04% 186
2026
Q1 		– Sell
-2,130
Closed -$143K – 912
2025
Q4 		$143K Buy
+2,130
New +$178K 0.06% 146
2025
Q3 		– Sell
-1,936
Closed -$334K – 100
2025
Q2 		$334K Buy
+1,936
New +$351K 0.16% 64
2021
Q4 		– Sell
-55
Closed -$6K – 433
2021
Q3 		$6K Buy
+55
New +$6.14K ﹤0.01% 308

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

Lloyd Advisory Services's FISV Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Fiserv Inc (FISV) in Q2 2026: 1,897 shares worth $93K. The stake represents 0.04% of the portfolio and ranks #186 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FISV as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FISV in Q3 2021 and has held it in 4 quarters since. The position peaked at $334K in Q2 2025. 1,146 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Lloyd Advisory Services held 1,897 shares of Fiserv Inc worth $93K as of Q2 2026.
  • Fiserv Inc was a new Lloyd Advisory Services position in Q2 2026.
  • Fiserv Inc made up 0.04% of Lloyd Advisory Services's portfolio in Q2 2026, its #186 holding.
  • Lloyd Advisory Services first reported a position in Fiserv Inc in Q3 2021 and has held it in 4 quarters since.
  • Lloyd Advisory Services's Fiserv Inc position peaked at $334K in Q2 2025.
  • 1,146 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.