LPL Financial’s Fiserv Inc FISV Stock Holding History

LPL Financial’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	$245K	Buy	+5,000	New	+$279K	﹤0.01%	5607

Other funds holding FISV

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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. 760 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.
760 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.