Oliver Lagore Vanvalin Investment Group’s Fiserv Inc FISV Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$2.18M	Buy	+9,863	New	+$1.79M	0.85%	29
2024 Q4	$2.37M	Buy	11,536 +888	+8%	+$181K	0.61%	33
2024 Q3	$1.91M	Sell	10,648 -2,492	-19%	-$411K	0.51%	40
2024 Q2	$1.96M	Buy	13,140 +2,546	+24%	+$385K	0.56%	36
2024 Q1	$1.69M	Buy	10,594 +1,223	+13%	+$178K	0.5%	39
2023 Q4	$1.24M	Buy	9,371 +3,105	+50%	+$381K	0.46%	38
2023 Q3	$708K	Buy	6,266 +2,312	+58%	+$285K	0.28%	53
2023 Q2	$499K	Buy	3,954 +3,280	+487%	+$386K	0.18%	83
2023 Q1	$76.2K	Buy	674 +497	+281%	+$54.7K	0.03%	159
2022 Q4	$17.9K	Buy	177 +53	+43%	+$5.28K	0.01%	289
2022 Q3	$12K	Sell	124 -326	-72%	-$33.2K	0.01%	310
2022 Q2	$40K	Buy	450 +410	+1,025%	+$39.8K	0.02%	195
2022 Q1	$4K	Buy	+40	New	+$4.05K	﹤0.01%	433

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oliver Lagore Vanvalin Investment Group's FISV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Fiserv Inc (FISV) in Q2 2025: 9,863 shares worth $2.18M. The stake represents 0.85% of the portfolio and ranks #29 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FISV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FISV in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.37M in Q4 2024. 1,843 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 9,863 shares of Fiserv Inc worth $2.18M as of Q2 2025.
Fiserv Inc was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Fiserv Inc made up 0.85% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #29 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Fiserv Inc in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Fiserv Inc position peaked at $2.37M in Q4 2024.
1,843 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.