LPL Financial’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $40M | Buy |
815,415
+34,633
| +4% | +$1.94M | 0.01% | 1129 |
|
|
2026
Q1 | $43.6M | Buy |
780,782
+18,124
| +2% | +$1.12M | 0.01% | 982 |
|
|
2025
Q4 | $51.2M | Buy |
762,658
+127,119
| +20% | +$10.6M | 0.01% | 861 |
|
|
2025
Q3 | $81.9M | Sell |
635,539
-80,741
| -11% | -$11.6M | 0.02% | 615 |
|
|
2025
Q2 | $123M | Buy |
716,280
+126,862
| +22% | +$23M | 0.04% | 406 |
|
|
2025
Q1 | $130M | Buy |
589,418
+84,734
| +17% | +$18.6M | 0.05% | 339 |
|
|
2024
Q4 | $104M | Buy |
504,684
+112,144
| +29% | +$22.9M | 0.04% | 389 |
|
|
2024
Q3 | $70.5M | Buy |
392,540
+29,893
| +8% | +$4.93M | 0.03% | 486 |
|
|
2024
Q2 | $54M | Buy |
362,647
+30,080
| +9% | +$4.55M | 0.03% | 532 |
|
|
2024
Q1 | $53.2M | Buy |
332,567
+20,798
| +7% | +$3.03M | 0.03% | 528 |
|
|
2023
Q4 | $41.4M | Buy |
311,769
+12,581
| +4% | +$1.54M | 0.03% | 564 |
|
|
2023
Q3 | $33.8M | Buy |
299,188
+11,612
| +4% | +$1.43M | 0.02% | 591 |
|
|
2023
Q2 | $36.3M | Buy |
287,576
+87
| +0% | +$10.2K | 0.03% | 542 |
|
|
2023
Q1 | $32.5M | Buy |
287,489
+61,891
| +27% | +$6.81M | 0.03% | 551 |
|
|
2022
Q4 | $22.8M | Buy |
225,598
+2,773
| +1% | +$276K | 0.02% | 658 |
|
|
2022
Q3 | $20.9M | Sell |
222,825
-7,207
| -3% | -$734K | 0.02% | 633 |
|
|
2022
Q2 | $20.5M | Sell |
230,032
-522
| -0.2% | -$50.6K | 0.02% | 632 |
|
|
2022
Q1 | $23.4M | Buy |
230,554
+363
| +0.2% | +$36.7K | 0.02% | 608 |
|
|
2021
Q4 | $23.9M | Buy |
230,191
+20,103
| +10% | +$2.08M | 0.02% | 614 |
|
|
2021
Q3 | $22.8M | Sell |
210,088
-4,532
| -2% | -$506K | 0.02% | 576 |
|
|
2021
Q2 | $22.9M | Sell |
214,620
-11,571
| -5% | -$1.35M | 0.02% | 543 |
|
|
2021
Q1 | $26.9M | Buy |
226,191
+21,351
| +10% | +$2.45M | 0.03% | 441 |
|
|
2020
Q4 | $23.3M | Buy |
204,840
+56,185
| +38% | +$6.05M | 0.03% | 423 |
|
|
2020
Q3 | $15.3M | Sell |
148,655
-46,969
| -24% | -$4.68M | 0.02% | 477 |
|
|
2020
Q2 | $19.1M | Buy |
195,624
+15,384
| +9% | +$1.55M | 0.03% | 386 |
|
|
2020
Q1 | $17.1M | Buy |
180,240
+31,748
| +21% | +$3.53M | 0.04% | 348 |
|
|
2019
Q4 | $17.2M | Buy |
148,492
+20,408
| +16% | +$2.25M | 0.03% | 402 |
|
|
2019
Q3 | $13.3M | Buy |
128,084
+17,258
| +16% | +$1.76M | 0.03% | 440 |
|
|
2019
Q2 | $10.1M | Buy |
110,826
+2,926
| +3% | +$256K | 0.02% | 502 |
|
|
2019
Q1 | $9.53M | Buy |
107,900
+4,951
| +5% | +$409K | 0.02% | 519 |
|
|
2018
Q4 | $7.57M | Buy |
102,949
+13,195
| +15% | +$1.02M | 0.02% | 544 |
|
|
2018
Q3 | $7.39M | Buy |
89,754
+20,382
| +29% | +$1.6M | 0.02% | 592 |
|
|
2018
Q2 | $5.14M | Buy |
69,372
+7,519
| +12% | +$546K | 0.01% | 703 |
|
|
2018
Q1 | $4.41M | Buy |
61,853
+7,967
| +15% | +$560K | 0.01% | 749 |
|
|
2017
Q4 | $3.53M | Sell |
53,886
-178
| -0.3% | -$11.5K | 0.01% | 789 |
|
|
2017
Q3 | $3.49M | Sell |
54,064
-1,978
| -4% | -$123K | 0.01% | 737 |
|
|
2017
Q2 | $3.43M | Buy |
56,042
+20,018
| +56% | +$1.21M | 0.01% | 698 |
|
|
2017
Q1 | $2.08M | Buy |
36,024
+1,822
| +5% | +$102K | 0.01% | 820 |
|
|
2016
Q4 | $1.83M | Buy |
34,202
+13,410
| +64% | +$689K | 0.01% | 856 |
|
|
2016
Q3 | $1.03M | Buy |
20,792
+6,680
| +47% | +$350K | 0.01% | 1168 |
|
|
2016
Q2 | $767K | Sell |
14,112
-62,276
| -82% | -$3.21M | 0.01% | 1350 |
|
|
2016
Q1 | $3.86M | Buy |
76,388
+17,220
| +29% | +$817K | 0.01% | 841 |
|
|
2015
Q4 | $2.66M | Buy |
59,168
+27,352
| +86% | +$1.28M | 0.01% | 1004 |
|
|
2015
Q3 | $1.42M | Buy |
31,816
+682
| +2% | +$29.5K | 0.01% | 1023 |
|
|
2015
Q2 | $1.31M | Buy |
31,134
+4,506
| +17% | +$181K | 0.01% | 1162 |
|
|
2015
Q1 | $1.06M | Sell |
26,628
-4,400
| -14% | -$168K | 0.01% | 1306 |
|
|
2014
Q4 | $1.1M | Sell |
31,028
-30
| -0.1% | -$1.03K | 0.01% | 1236 |
|
|
2014
Q3 | $999K | Buy |
31,058
+630
| +2% | +$19.9K | 0.01% | 1270 |
|
|
2014
Q2 | $918K | Buy |
30,428
+302
| +1% | +$8.95K | 0.01% | 1391 |
|
|
2014
Q1 | $854K | Sell |
30,126
-1,388
| -4% | -$39.7K | 0.01% | 1363 |
|
|
2013
Q4 | $930K | Buy |
31,514
+7,522
| +31% | +$203K | 0.01% | 1281 |
|
|
2013
Q3 | $614K | Buy |
23,992
+2,396
| +11% | +$58K | ﹤0.01% | 1490 |
|
|
2013
Q2 | $472K | Buy |
+21,596
| New | +$474K | ﹤0.01% | 1598 |
|
Other funds holding FISV
CB
PAI
N
LPL Financial's FISV Position: Q2 2026 in Review
LPL Financial increased its Fiserv Inc (FISV) stake by 4.4% in Q2 2026, buying an estimated $1.94M and bringing the position to 815,415 shares worth $40M. The position accounts for 0.01% of the portfolio, ranked #1129.
LPL Financial first reported a position in FISV in Q2 2013 and has held it in 53 quarters since. The position peaked at $130M in Q1 2025. 747 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- LPL Financial held 815,415 shares of Fiserv Inc worth $40M as of Q2 2026.
- LPL Financial bought 34,633 Fiserv Inc shares in Q2 2026, an estimated $1.94M.
- Fiserv Inc made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1129 holding.
- LPL Financial first reported a position in Fiserv Inc in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's Fiserv Inc position peaked at $130M in Q1 2025.
- 747 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.