SOS
FISV

Silver Oak Securities’s Fiserv Inc FISV Stock Holding History

Silver Oak Securities’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 		$195K Buy
+3,983
New +$223K 0.01% 751
2025
Q4 		– Sell
-2,640
Closed -$340K – 821
2025
Q3 		$340K Sell
2,640
-322
-11% -$46.1K 0.03% 544
2025
Q2 		$511K Buy
2,962
+132
+5% +$23.9K 0.04% 403
2025
Q1 		$612K Buy
2,830
+182
+7% +$39.8K 0.06% 334
2024
Q4 		$546K Buy
2,648
+1,469
+125% +$300K 0.05% 357
2024
Q3 		$210K Buy
1,179
+28
+2% +$4.62K 0.02% 482
2024
Q2 		$172K Sell
1,151
-192
-14% -$29.1K 0.03% 397
2024
Q1 		$215K Sell
1,343
-2,321
-63% -$338K 0.03% 367
2023
Q4 		$487K Buy
3,664
+1,206
+49% +$148K 0.07% 281
2023
Q3 		$278K Buy
2,458
+355
+17% +$43.7K 0.06% 240
2023
Q2 		$265K Buy
+2,103
New +$248K 0.04% 373
2023
Q1 		– Sell
-2,013
Closed -$203K – 401
2022
Q4 		$203K Sell
2,013
-445
-18% -$44.3K 0.04% 284
2022
Q3 		$278K Buy
+2,458
New +$250K 0.06% 240

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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Silver Oak Securities's FISV Position: Q2 2026 in Review

Silver Oak Securities opened a new position in Fiserv Inc (FISV) in Q2 2026: 3,983 shares worth $195K. The stake represents 0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in FISV as recently as Q3 2025.

Silver Oak Securities first reported a position in FISV in Q3 2022 and has held it in 13 quarters since. The position peaked at $612K in Q1 2025. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Silver Oak Securities held 3,983 shares of Fiserv Inc worth $195K as of Q2 2026.
  • Fiserv Inc was a new Silver Oak Securities position in Q2 2026.
  • Fiserv Inc made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #751 holding.
  • Silver Oak Securities first reported a position in Fiserv Inc in Q3 2022 and has held it in 13 quarters since.
  • Silver Oak Securities's Fiserv Inc position peaked at $612K in Q1 2025.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.