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Orion Portfolio Solutions, LLC

SEC CIK
0001802647
Latest filing
May 15, 2025

FISV holding history

Fiserv Inc in every 13F filed by Orion Portfolio Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overviewAll 13F holders of FISVFull Q1 2025 holdings

Shares (Q1 2025)
56,254
Value
$12.4M
% of portfolio
0.1%
Quarters held
17
Since Q1 2021
Holdings of FISV by Orion Portfolio Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202556,254$12.4M0.1%−369,082−86.8%ReducedHolders
Q4 2024425,336$179.3M1.8%+384,263+935.6%AddedHolders
Q3 202441,073$7.38M0.1%−4,935−10.7%ReducedHolders
Q2 202446,008$6.86M0.1%−3,200−6.5%ReducedHolders
Q1 202449,208$7.86M0.1%−7,318−12.9%ReducedHolders
Q4 202356,526$7.64M0.1%+343+0.6%AddedHolders
Q3 202356,183$6.35M0.1%−7,710−12.1%ReducedHolders
Q2 202363,893$8.06M0.1%−1,648−2.5%ReducedHolders
Q1 202365,541$7.41M0.1%+59,269+945.0%AddedHolders
Q4 20226,272$633.9K<0.1%+585+10.3%AddedHolders
Q3 20225,687$532.0K<0.1%+519+10.0%AddedHolders
Q2 20225,168$460.0K<0.1%−35−0.7%ReducedHolders
Q1 20225,203$528.0K<0.1%+1,079+26.2%AddedHolders
Q4 20214,124$428.0K<0.1%+503+13.9%AddedHolders
Q3 20213,621$393.0K<0.1%+565+18.5%AddedHolders
Q2 20213,056$327.0K<0.1%+96+3.2%AddedHolders
Q1 20212,960$352.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.