FI — Fiserv Inc

Ownership history in SILVER OAK SECURITIES, INCORPORATED  ·  11 quarters on record

This page tracks every 13F SEC filing in which SILVER OAK SECURITIES, INCORPORATED reported a position in Fiserv Inc (FI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2023 Q4)
Avg. % of fund
0.04%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,640 -322 -10.9% 0.03% $340K —
2025 Q2 ADDED 2,962 +132 +4.7% 0.04% $511K —
2025 Q1 ADDED 2,830 +182 +6.9% 0.06% $612K —
2024 Q4 ADDED 2,648 +1,469 +124.6% 0.05% $546K —
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% of Fund (quarterly)

Other funds also holding FI

As of 2025 Q4 — sorted by position size

Corus Family Wealth Advisors 3Y 14.94% Courant Investment Management LLC 3Y 7Y 11.54% JANA Partners Management, LP 7.85% PITTENGER & ANDERSON INC 3Y 7Y 7.44% America First Investment Advisors, LLC 3Y 7Y 4.56% HARBER ASSET MANAGEMENT LLC 3Y 7Y 4.45% Aryeh Capital Management Ltd. 3Y 4.43% Redwood Grove Capital, LLC 3Y 3.64% Warther Private Wealth, LLC 3Y 3.31% Poehling Capital Management, INC. 3Y 7Y 2.84%
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