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Fiserv shares owned by Activest Wealth Management

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

Historical chart of Activest Wealth Management investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.2k 51 159.82
2023-12-31 $6.8k 51 132.84
2023-09-30 $5.8k 51 112.96
2023-06-30 $45k 384 116.80
2023-03-31 $5.8k 51 113.04
2022-06-30 $5.0k 51 98.04
2022-03-31 $5.0k 51 98.04
2021-12-31 $5.0k 51 98.04

More positions owned by Activest Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Msci Acwi Etf (ACWI)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Financial (XLF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Activest Wealth Management

Top funds holding Fiserv

Vanguard Group
T. Rowe Price Associates
Dodge & Cox
Harris Associates L.P
Massachusetts Financial Services
Veritas Asset Management
Parnassus Investments
Norges Bank Investment Management
Jpmorgan Chase & Co
BlueSpruce Investments
Legal & General Group
ValueAct Holdings
Bank of New York Mellon
Ubs Global Asset Management Americas
Egerton Capital

View all funds holding Fiserv