Barbara Oil Co’s Fiserv Inc FISV Stock Holding History

Barbara Oil Co’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 Q4	–	Sell	-12,000	Closed	-$1.55M	–	78
2025 Q3	$1.55M	Hold	12,000	–	–	0.58%	54
2025 Q2	$2.07M	Hold	12,000	–	–	0.81%	37
2025 Q1	$2.65M	Hold	12,000	–	–	1.08%	30
2024 Q4	$2.47M	Hold	12,000	–	–	1.02%	30
2024 Q3	$2.16M	Hold	12,000	–	–	0.88%	35
2024 Q2	$1.79M	Hold	12,000	–	–	0.78%	40
2024 Q1	$1.92M	Hold	12,000	–	–	0.81%	39
2023 Q4	$1.59M	Hold	12,000	–	–	0.72%	44
2023 Q3	$1.36M	Hold	12,000	–	–	0.64%	50
2023 Q2	$1.51M	Hold	12,000	–	–	0.69%	46
2023 Q1	$1.36M	Hold	12,000	–	–	0.65%	48
2022 Q4	$1.21M	Hold	12,000	–	–	0.58%	51
2022 Q3	$1.12M	Hold	12,000	–	–	0.62%	51
2022 Q2	$1.07M	Hold	12,000	–	–	0.55%	54
2022 Q1	$1.22M	Hold	12,000	–	–	0.56%	55
2021 Q4	$1.25M	Hold	12,000	–	–	0.54%	56
2021 Q3	$1.3M	Hold	12,000	–	–	0.61%	51
2021 Q2	$1.28M	Hold	12,000	–	–	0.59%	53
2021 Q1	$1.43M	Hold	12,000	–	–	0.69%	43
2020 Q4	$1.37M	Hold	12,000	–	–	0.69%	45
2020 Q3	$1.24M	Hold	12,000	–	–	0.68%	47
2020 Q2	$1.17M	Hold	12,000	–	–	0.68%	46
2020 Q1	$1.14M	Hold	12,000	–	–	0.76%	42
2019 Q4	$1.39M	Hold	12,000	–	–	0.74%	37
2019 Q3	$1.24M	Hold	12,000	–	–	0.7%	44
2019 Q2	$1.09M	Buy	12,000 +9,000	+300%	+$789K	0.63%	49
2019 Q1	$265K	Buy	+3,000	New	+$248K	0.16%	87

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Barbara Oil Co's FISV Position: Q4 2025 in Review

Barbara Oil Co sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 12,000 shares — an estimated $1.55M sold.

Barbara Oil Co first reported a position in FISV in Q1 2019 and held it in 27 quarters. The position peaked at $2.65M in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Barbara Oil Co reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Barbara Oil Co sold 12,000 Fiserv Inc shares in Q4 2025, an estimated $1.55M.
Barbara Oil Co first reported a position in Fiserv Inc in Q1 2019 and held it in 27 quarters.
Barbara Oil Co's Fiserv Inc position peaked at $2.65M in Q1 2025.
1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Barbara Oil Co's 13F filing for Q4 2025, filed 17 Feb 2026.