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Fiserv shares owned by Oregon Pacific Wealth Management

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Oregon Pacific Wealth Management from 13F filings

Historical chart of Oregon Pacific Wealth Management investment in Fiserv

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All positions including Fiserv held by Oregon Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $241k 1.4k 172.41
2025-03-31 $250k 1.1k 220.83
2024-12-31 $242k 1.2k 205.42

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View all positions for Oregon Pacific Wealth Management

Top funds holding Fiserv

Vanguard Group
Dodge & Cox
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Capital World Investors
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Harris Associates L.P
Geode Capital Management
Lombard Odier Asset Management
D. E. Shaw & Co
Northern Trust
Invesco
Ubs Global Asset Management Americas
Barclays
Amundi
Legal & General Group

View all funds holding Fiserv