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Fiserv shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Fiserv

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All positions including Fiserv held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $364k 2.3k 159.82
2023-12-31 $296k 2.2k 132.84
2023-09-30 $252k 2.2k 112.96
2023-06-30 $281k 2.2k 126.15
2023-03-31 $252k 2.2k 113.03
2022-12-31 $181k 1.8k 101.07
2022-06-30 $999 9 111.11
2022-03-31 $999 9 111.11
2021-12-31 $999 9 111.11
2021-03-31 $33k 275 120.00
2020-03-31 $9.0k 100 90.00

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Amazon (AMZN)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding Fiserv

Vanguard Group
T. Rowe Price Associates
BlackRock
Dodge & Cox
Harris Associates L.P
Geode Capital Management
Jpmorgan Chase & Co
FMR
Massachusetts Financial Services
Veritas Asset Management
Nuveen Asset Management
Norges Bank Investment Management
Parnassus Investments
BlueSpruce Investments
Legal & General Group

View all funds holding Fiserv