LOPW
FISV

Live Oak Private Wealth’s Fiserv Inc FISV Stock Holding History

Live Oak Private Wealth’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
-44,531
Closed -$5.74M – 201
2025
Q3 		$5.74M Buy
44,531
+3,645
+9% +$522K 0.8% 48
2025
Q2 		$7.05M Buy
40,886
+1,522
+4% +$276K 1.05% 37
2025
Q1 		$8.69M Sell
39,364
-10,933
-22% -$2.39M 1.41% 24
2024
Q4 		$10.3M Sell
50,297
-11,491
-19% -$2.35M 1.74% 14
2024
Q3 		$11.1M Sell
61,788
-404
-0.6% -$66.6K 1.8% 15
2024
Q2 		$9.27M Sell
62,192
-1,477
-2% -$224K 1.59% 18
2024
Q1 		$10.2M Sell
63,669
-160
-0.3% -$23.3K 1.76% 15
2023
Q4 		$8.48M Sell
63,829
-712
-1% -$87.4K 1.59% 21
2023
Q3 		$7.29M Buy
64,541
+63
+0.1% +$7.76K 1.55% 25
2023
Q2 		$8.13M Buy
64,478
+76
+0.1% +$8.95K 1.62% 23
2023
Q1 		$7.28M Buy
64,402
+3,161
+5% +$348K 1.5% 26
2022
Q4 		$6.19M Sell
61,241
-4,327
-7% -$431K 1.28% 34
2022
Q3 		$6.13M Buy
65,568
+81
+0.1% +$8.25K 1.38% 26
2022
Q2 		$5.83M Buy
65,487
+2,160
+3% +$210K 1.23% 33
2022
Q1 		$6.42M Buy
63,327
+2,692
+4% +$272K 1.24% 31
2021
Q4 		$6.29M Buy
60,635
+2,403
+4% +$248K 1.18% 33
2021
Q3 		$6.32M Buy
58,232
+2,629
+5% +$294K 1.28% 29
2021
Q2 		$5.94M Buy
55,603
+5,889
+12% +$685K 1.31% 30
2021
Q1 		$5.92M Buy
+49,714
New +$5.71M 1.45% 25

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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

Live Oak Private Wealth's FISV Position: Q4 2025 in Review

Live Oak Private Wealth sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 44,531 shares — an estimated $5.74M sold.

Live Oak Private Wealth first reported a position in FISV in Q1 2021 and held it in 19 quarters. The position peaked at $11.1M in Q3 2024. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Live Oak Private Wealth reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Live Oak Private Wealth sold 44,531 Fiserv Inc shares in Q4 2025, an estimated $5.74M.
  • Live Oak Private Wealth first reported a position in Fiserv Inc in Q1 2021 and held it in 19 quarters.
  • Live Oak Private Wealth's Fiserv Inc position peaked at $11.1M in Q3 2024.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Live Oak Private Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.