OFA
FISV

Oak Family Advisors’s Fiserv Inc FISV Stock Holding History

Oak Family Advisors’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 		$3.64M Sell
74,239
-45,170
-38% -$2.52M 0.93% 32
2026
Q1 		$6.66M Buy
119,409
+75,223
+170% +$4.65M 1.88% 19
2025
Q4 		$2.97M Buy
+44,186
New +$3.7M 0.81% 39

Other funds holding FISV

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Oak Family Advisors's FISV Position: Q2 2026 in Review

Oak Family Advisors reduced its Fiserv Inc (FISV) stake by 38% in Q2 2026, selling an estimated $2.52M and leaving 74,239 shares worth $3.64M. The position accounts for 0.93% of the portfolio, ranked #32.

Oak Family Advisors first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.66M in Q1 2026. 1,146 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Oak Family Advisors held 74,239 shares of Fiserv Inc worth $3.64M as of Q2 2026.
  • Oak Family Advisors sold 45,170 Fiserv Inc shares in Q2 2026, an estimated $2.52M.
  • Fiserv Inc made up 0.93% of Oak Family Advisors's portfolio in Q2 2026, its #32 holding.
  • Oak Family Advisors first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Oak Family Advisors's Fiserv Inc position peaked at $6.66M in Q1 2026.
  • 1,146 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.