Number of Shares
93,545.00
Current Holdings Value*
$16.13 Mil
% of Portfolio
1.79%
Total Estimate Gain
$2.89 Mil
% of Total Estimate Gain
16.80%

Running Oak Capital LLC's Fiserv Inc Holding Summary

As of 2025-06-30, Running Oak Capital LLC held 93,545.00 shares of Fiserv Inc(FI), totaling $16.13 Mil. This investment constitutes 1.79% of their stock portfolio, and Running Oak Capital LLC now holds 0.02% of the outstanding Fiserv Inc(FI) stock.

The initial trade took place in 2020Q2. And since then Running Oak Capital LLC has made 11 purchases of FI, at an average price of $115.88, for a total of 148,216.00 shares. In addition, there have been 6 sales at an average price of $127.06 for 54,671.00 shares. Based on historical transaction data and FI's current price of $140.20, Running Oak Capital LLC's estimated gain on his FI holdings is $2.89 Mil, reflecting a 16.80% gain to date.

Running Oak Capital LLC FI ($140.20) Holding Chart

Running Oak Capital LLC FI ($140.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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