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 		$14.7K Sell
300
-2,000
-87% -$112K ﹤0.01% 111
2026
Q1 		$128K Buy
+2,300
New +$142K 0.04% 105

Other funds holding FISV

PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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. 400 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.
  • 400 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.