LRI Investments’s Fiserv Inc FISV Stock Holding History

LRI Investments’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	$105K	Buy	21,374 +1,590	+8%	+$88.9K	0.01%	440
2026 Q1	$28.3K	Buy	19,784 +95	+0.5%	+$5.88K	﹤0.01%	620
2025 Q4	$23.7K	Sell	19,689 -806	-4%	-$67.5K	﹤0.01%	661
2025 Q3	$131K	Buy	20,495 +223	+1%	+$32K	0.01%	370
2025 Q2	$131K	Sell	20,272 -447	-2%	-$81.1K	0.01%	370
2025 Q1	$261K	Buy	20,719 +375	+2%	+$82.1K	0.03%	232
2024 Q4	$167K	Sell	20,344 -82	-0.4%	-$16.7K	0.02%	308
2024 Q3	$188K	Buy	20,426 +19,577	+2,306%	+$3.23M	0.02%	293
2024 Q2	$127K	Buy	849 +548	+182%	+$83K	0.01%	341
2024 Q1	$48.1K	Buy	+301	New	+$43.8K	0.01%	271

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

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 $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

LRI Investments's FISV Position: Q2 2026 in Review

LRI Investments increased its Fiserv Inc (FISV) stake by 8% in Q2 2026, buying an estimated $88.9K and bringing the position to 21,374 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #440.

LRI Investments first reported a position in FISV in Q1 2024 and has held it in 10 quarters since. The position peaked at $261K in Q1 2025. 802 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

LRI Investments held 21,374 shares of Fiserv Inc worth $105K as of Q2 2026.
LRI Investments bought 1,590 Fiserv Inc shares in Q2 2026, an estimated $88.9K.
Fiserv Inc made up 0.01% of LRI Investments's portfolio in Q2 2026, its #440 holding.
LRI Investments first reported a position in Fiserv Inc in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Fiserv Inc position peaked at $261K in Q1 2025.
802 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.