SEC 13F Intelligence

Running Oak Capital LLC / FISV

Running Oak Capital LLC’s Fiserv Inc Position

Does Running Oak Capital LLC own Fiserv Inc (FISV)? Yes224.7K shares worth $13M (+1.69% of its 13F portfolio) as of Q1 2026, up from 154.3K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
224.7K
% of Portfolio
+1.69%
Quarters Held
20
currently held

Position History FISV

Reported value by quarter
Q2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $5MQ1 ’21: $5MQ1 ’21Q2 ’21: $335,000Q3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $7MQ3 ’23Q4 ’23: $10MQ1 ’24: $13MQ2 ’24: $12MQ2 ’24Q3 ’24: $14MQ4 ’24: $16MQ1 ’25: $16MQ1 ’25Q2 ’25: $16MQ3 ’25: $14MQ4 ’25: $10MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026224.7K$13M+1.69%
Q4 2025154.3K$10M+1.30%
Q3 2025107.9K$14M+1.56%
Q2 202593.5K$16M+1.79%
Q1 202573.5K$16M+1.96%
Q4 202478.4K$16M+2.10%
Q3 202478.3K$14M+1.90%
Q2 202480.4K$12M+1.86%
Q1 202479.4K$13M+2.03%
Q4 202374.2K$10M+1.94%
Q3 202365.0K$7M+1.88%
Q2 202365.9K$8M+2.04%
Q1 202362.5K$7M+2.01%
Q4 202264.7K$7M+1.92%
Q3 202260.5K$6M+1.96%
Q2 20213.1K$335,000+0.19%
Q1 202146.2K$5M+1.67%
Q4 202045.6K$5M+1.74%
Q3 202047.2K$5M+1.77%
Q2 202041.7K$4M+1.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Running Oak Capital LLC’s full portfolio or all institutional holders of FISV.