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Lugano Financial Advisors SA (LFA)’s Fiserv Inc FISV Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2025
Q3 		– Sell
-53
Closed -$9.14K – 237
2025
Q2 		$9.14K Buy
+53
New +$9.61K 0.01% 216

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s FISV Position: Q3 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 53 shares — an estimated $9.14K sold.

Lugano Financial Advisors SA (LFA) first reported a position in FISV in Q2 2025 and held it in 1 quarter. The position peaked at $9.14K in Q2 2025. 1,736 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 53 Fiserv Inc shares in Q3 2025, an estimated $9.14K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Fiserv Inc in Q2 2025 and held it in 1 quarter.
  • Lugano Financial Advisors SA (LFA)'s Fiserv Inc position peaked at $9.14K in Q2 2025.
  • 1,736 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2025, filed 5 Nov 2025.