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Fiserv shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Fiserv

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

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Quarterly reported holdings in Fiserv by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 29k 159.82
2023-12-31 $3.6M 27k 132.84
2023-09-30 $3.0M 27k 112.96
2023-06-30 $3.2M 26k 126.15
2023-03-31 $2.6M 23k 113.03
2022-12-31 $2.3M 22k 101.07
2022-09-30 $1.6M 17k 93.57
2022-06-30 $1.4M 16k 88.99
2022-03-31 $1.6M 15k 101.38
2021-12-31 $1.4M 14k 103.76

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for HB Wealth Management

Top funds holding Fiserv

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

View all funds holding Fiserv