West Oak Capital’s Fiserv Inc FISV Stock Holding History

West Oak Capital’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	$38.7K	Sell	300 -100	-25%	-$14.3K	0.02%	167
2025 Q2	$69K	Hold	400	–	–	0.03%	157
2025 Q1	$88.3K	Hold	400	–	–	0.03%	152
2024 Q4	$82.2K	Hold	400	–	–	0.03%	157
2024 Q3	$71.9K	Hold	400	–	–	0.01%	166
2024 Q2	$59.6K	Buy	400 +200	+100%	+$30.3K	0.02%	175
2024 Q1	$32K	Hold	200	–	–	0.01%	192
2023 Q4	$27K	Hold	200	–	–	0.01%	197
2023 Q3	$23K	Hold	200	–	–	0.01%	199
2023 Q2	$25.2K	Hold	200	–	–	0.01%	197
2023 Q1	$22.6K	Hold	200	–	–	0.01%	195
2022 Q4	$20K	Hold	200	–	–	0.01%	184
2022 Q3	$19K	Buy	+200	New	+$20.4K	0.01%	201
2018 Q4	–	Sell	-350	Closed	-$28.8K	–	345
2018 Q3	$28.8K	Hold	350	–	–	0.02%	210
2018 Q2	$25.9K	Hold	350	–	–	0.02%	211
2018 Q1	$25K	Hold	350	–	–	0.01%	215
2017 Q4	$22.9K	Hold	350	–	–	0.01%	207
2017 Q3	$22.6K	Hold	350	–	–	0.01%	228
2017 Q2	$21.4K	Sell	350 -442	-56%	-$26.7K	0.01%	231
2017 Q1	$45.7K	Buy	792 +442	+126%	+$24.8K	0.03%	188
2016 Q4	$18.6K	Buy	350 +200	+133%	+$10.3K	0.01%	242
2016 Q3	$7.46K	Buy	+150	New	+$7.87K	0.01%	303

Other funds holding FISV

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Oak Capital's FISV Position: Q3 2025 in Review

West Oak Capital reduced its Fiserv Inc (FISV) stake by 25% in Q3 2025, selling an estimated $14.3K and leaving 300 shares worth $38.7K. The position accounts for 0.02% of the portfolio, ranked #167.

West Oak Capital first reported a position in FISV in Q3 2016 and has held it in 22 quarters since. The position peaked at $88.3K in Q1 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

West Oak Capital held 300 shares of Fiserv Inc worth $38.7K as of Q3 2025.
West Oak Capital sold 100 Fiserv Inc shares in Q3 2025, an estimated $14.3K.
Fiserv Inc made up 0.02% of West Oak Capital's portfolio in Q3 2025, its #167 holding.
West Oak Capital first reported a position in Fiserv Inc in Q3 2016 and has held it in 22 quarters since.
West Oak Capital's Fiserv Inc position peaked at $88.3K in Q1 2025.
1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.