Aaron Wealth Advisors »

Fiserv shares owned by Aaron Wealth Advisors

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

Historical chart of Aaron Wealth Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fiserv by Aaron Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $478k 2.7k 179.65
2024-06-30 $319k 2.1k 149.04
2024-03-31 $280k 1.8k 159.82
2022-03-31 $602k 61k 9.86

More positions owned by Aaron Wealth Advisors

Ishares Tr Core Msci Eafe (IEFA)
Amgen (AMGN)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Flexshares Tr Mornstar Upstr (GUNR)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Freeport-mcmoran CL B (FCX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Amazon (AMZN)

View all positions for Aaron Wealth Advisors

Top funds holding Fiserv

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Invesco
Massachusetts Financial Services
Nuveen Asset Management
Goldman Sachs Group

View all funds holding Fiserv