SkyOak Wealth’s Fiserv Inc FISV Stock Holding History

SkyOak Wealth’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	-3,097	Closed	-$399K	–	258
2025 Q3	$399K	Hold	3,097	–	–	0.08%	148
2025 Q2	$534K	Hold	3,097	–	–	0.11%	122
2025 Q1	$684K	Sell	3,097 -66	-2%	-$14.4K	0.15%	93
2024 Q4	$650K	Hold	3,163	–	–	0.14%	98
2024 Q3	$568K	Sell	3,163 -61	-2%	-$10.1K	0.13%	108
2024 Q2	$481K	Hold	3,224	–	–	0.11%	119
2024 Q1	$515K	Sell	3,224 -991	-24%	-$144K	0.12%	120
2023 Q4	$560K	Sell	4,215 -1,244	-23%	-$153K	0.15%	112
2023 Q3	$617K	Sell	5,459 -246	-4%	-$30.3K	0.18%	95
2023 Q2	$720K	Sell	5,705 -384	-6%	-$45.2K	0.2%	93
2023 Q1	$688K	Sell	6,089 -611	-9%	-$67.2K	0.21%	95
2022 Q4	$677K	Sell	6,700 -678	-9%	-$67.5K	0.23%	95
2022 Q3	$690K	Sell	7,378 -1,139	-13%	-$116K	0.25%	89
2022 Q2	$758K	Sell	8,517 -731	-8%	-$70.9K	0.26%	89
2022 Q1	$938K	Sell	9,248 -201	-2%	-$20.3K	0.26%	88
2021 Q4	$981K	Sell	9,449 -99	-1%	-$10.2K	0.25%	90
2021 Q3	$1.04M	Sell	9,548 -140	-1%	-$15.6K	0.28%	80
2021 Q2	$1.04M	Sell	9,688 -251	-3%	-$29.2K	0.28%	81
2021 Q1	$1.23M	Buy	+9,939	New	+$1.14M	0.34%	73

Other funds holding FISV

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SkyOak Wealth's FISV Position: Q4 2025 in Review

SkyOak Wealth sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,097 shares — an estimated $399K sold.

SkyOak Wealth first reported a position in FISV in Q1 2021 and held it in 19 quarters. The position peaked at $1.23M in Q1 2021. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

SkyOak Wealth reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
SkyOak Wealth sold 3,097 Fiserv Inc shares in Q4 2025, an estimated $399K.
SkyOak Wealth first reported a position in Fiserv Inc in Q1 2021 and held it in 19 quarters.
SkyOak Wealth's Fiserv Inc position peaked at $1.23M in Q1 2021.
1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on SkyOak Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.