OAG
FISV

Oakmont Advisory Group’s Fiserv Inc FISV Stock Holding History

Oakmont Advisory Group’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 		$245 Buy
+5
New +$279 ﹤0.01% 493

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 $59.9B AUM 27.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Oakmont Advisory Group's FISV Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Fiserv Inc (FISV) in Q2 2026: 5 shares worth $245. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings.

1,137 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Oakmont Advisory Group held 5 shares of Fiserv Inc worth $245 as of Q2 2026.
  • Fiserv Inc was a new Oakmont Advisory Group position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #493 holding.
  • 1,137 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.