OFG
FISV

Oxford Financial Group’s Fiserv Inc FISV Stock Holding History

Oxford Financial 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
Q4 		– Sell
-1,820
Closed -$235K – 294
2025
Q3 		$235K Buy
1,820
+146
+9% +$20.9K 0.01% 209
2025
Q2 		$289K Sell
1,674
-81
-5% -$14.7K 0.02% 177
2025
Q1 		$388K Buy
1,755
+50
+3% +$10.9K 0.03% 148
2024
Q4 		$350K Sell
1,705
-551
-24% -$112K 0.02% 191
2024
Q3 		$405K Buy
2,256
+77
+4% +$12.7K 0.03% 164
2024
Q2 		$325K Buy
2,179
+39
+2% +$5.9K 0.02% 207
2024
Q1 		$342K Sell
2,140
-3,210
-60% -$468K 0.02% 170
2023
Q4 		$711K Buy
5,350
+3,276
+158% +$402K 0.05% 105
2023
Q3 		$234K Buy
+2,074
New +$255K 0.02% 198

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Oxford Financial Group's FISV Position: Q4 2025 in Review

Oxford Financial Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,820 shares — an estimated $235K sold.

Oxford Financial Group first reported a position in FISV in Q3 2023 and held it in 9 quarters. The position peaked at $711K in Q4 2023. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Oxford Financial Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Oxford Financial Group sold 1,820 Fiserv Inc shares in Q4 2025, an estimated $235K.
  • Oxford Financial Group first reported a position in Fiserv Inc in Q3 2023 and held it in 9 quarters.
  • Oxford Financial Group's Fiserv Inc position peaked at $711K in Q4 2023.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Oxford Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.