Fiserv (FISV)Loring Wolcott & Coolidge Fiduciary Advisors LLP reduced its stake -194K shares

2.3M

Shares reported · -194K vs prior quarter

1.1%

Disclosed portfolio weight

$113M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 30, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Oct 3, 2025Congress · 1 personMembers of Congress: 1 purchase, 1 sale
2. Mar 27, 2026CongressDisclosed purchase of FISV — reported range $1,001 - $15,000
3. Jun 12, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On June 12, 2026, Michael P. Lyons resigned as Chief Executive Officer of Fiserv, Inc. (the “Company”) and as a member of the Board of Directors of the Company (the “Board”), effective immediately.”
4. Jun 16, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
5. Jun 16, 2026Insider · 4 peopleInsiders: 4 purchases (~$1.1M)
6. Jun 17, 2026Insider · 2 peopleInsiders: 2 purchases (~$650K)
7. Jun 23, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)
8. Jul 7, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On July 7, 2026, Dhivya Suryadevara, President of Fiserv, Inc. (the “Company”), resigned for “good reason” under her offer letter, dated August 28, 2025, filed as Exhibit 10.25 to the Company’s Annual Report on Form 10-K for the year ended December, 31, 2025, and the Fiserv, Inc. Executive Severance and Change of Control Policy, as described in Fiserv’s definitive proxy statement on Schedule 14A filed with the…”

What came next

1. Aug 6, 2026Company filing · Form 8-K · ResultsReported its results
2. Aug 7, 2026InsiderDirector purchased ~$520K of FISV shares in the open market
3. Sep 16, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On September 16, 2026, Adam L. Rosman resigned as Chief Administrative Officer and Chief Legal Officer of Fiserv, Inc. (the “Company”), effective September 30, 2026.”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Fiserv

For Fiserv, OQRO holds 1 insider filing (SEC Form 4 or Form 144), 3 Congress trade reports and 20 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its FISV page.

How this filing works

• SEC Form 13F

Other disclosures at Fiserv

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its FISV page.