OPWM
FISV

Oregon Pacific Wealth Management’s Fiserv Inc FISV Stock Holding History

Oregon Pacific Wealth Management’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
Q3 		– Sell
-1,396
Closed -$241K – 144
2025
Q2 		$241K Buy
1,396
+263
+23% +$47.7K 0.23% 112
2025
Q1 		$250K Sell
1,133
-45
-4% -$9.85K 0.25% 105
2024
Q4 		$242K Buy
+1,178
New +$240K 0.24% 104

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oregon Pacific Wealth Management's FISV Position: Q3 2025 in Review

Oregon Pacific Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,396 shares — an estimated $241K sold.

Oregon Pacific Wealth Management first reported a position in FISV in Q4 2024 and held it in 3 quarters. The position peaked at $250K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Oregon Pacific Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 1,396 Fiserv Inc shares in Q3 2025, an estimated $241K.
  • Oregon Pacific Wealth Management first reported a position in Fiserv Inc in Q4 2024 and held it in 3 quarters.
  • Oregon Pacific Wealth Management's Fiserv Inc position peaked at $250K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.