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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

FISV holding history

Fiserv Inc in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overviewAll 13F holders of FISVFull Q2 2026 holdings

Shares (Q2 2026)
5,662
Value
$278.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FISV by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,662$278.4K<0.1%−470−7.7%ReducedHolders
Q1 20266,132$342.2K<0.1%+1,546+33.7%AddedHolders
Q4 20254,586$308.1K<0.1%+395+9.4%AddedHolders
Q3 20254,191$540.4K<0.1%−628−13.0%ReducedHolders
Q2 20254,819$830.8K<0.1%−488−9.2%ReducedHolders
Q1 20255,307$1.17M<0.1%+698+15.1%AddedHolders
Q4 20244,609$946.8K<0.1%−1,058−18.7%ReducedHolders
Q3 20245,667$1.02M<0.1%−250−4.2%ReducedHolders
Q2 20245,917$881.9K<0.1%−291−4.7%ReducedHolders
Q1 20246,208$992.2K<0.1%−6,910−52.7%ReducedHolders
Q4 202313,118$1.74M<0.1%−1,117−7.8%ReducedHolders
Q3 202314,235$1.61M<0.1%+7,974+127.4%AddedHolders
Q2 20236,261$789.8K<0.1%−8,311−57.0%ReducedHolders
Q1 202314,572$1.65M<0.1%+8,180+128.0%AddedHolders
Q4 20226,392$646.0K<0.1%−2,068−24.4%ReducedHolders
Q3 20228,460$792.0K<0.1%−613−6.8%ReducedHolders
Q2 20229,073$805.0K<0.1%−723−7.4%ReducedHolders
Q1 20229,796$993.0K<0.1%+6,350+184.3%AddedHolders
Q4 20213,446$358.0K<0.1%−612−15.1%ReducedHolders
Q3 20214,058$440.0K<0.1%−336−7.6%ReducedHolders
Q2 20214,394$470.0K<0.1%+1,358+44.7%AddedHolders
Q1 20213,036$363.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.