Fiserv shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Fiserv
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All positions including Fiserv held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fiserv by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $406k | 3.2k | 128.93 |
| 2025-06-30 | $717k | 4.2k | 172.38 |
| 2025-03-31 | $909k | 4.1k | 220.83 |
| 2024-12-31 | $1.3M | 6.4k | 205.42 |
| 2024-09-30 | $2.0M | 11k | 179.69 |
| 2024-06-30 | $2.4M | 16k | 149.12 |
| 2024-03-31 | $935k | 5.8k | 160.14 |
| 2023-12-31 | $7.5M | 53k | 141.34 |
| 2023-09-30 | $25M | 217k | 112.96 |
| 2023-06-30 | $31M | 245k | 126.15 |
| 2023-03-31 | $4.3M | 38k | 113.03 |
| 2022-12-31 | $4.1M | 40k | 101.07 |
| 2022-09-30 | $3.6M | 39k | 93.56 |
| 2022-06-30 | $2.5M | 28k | 88.96 |
| 2022-03-31 | $4.9M | 49k | 101.41 |
| 2021-12-31 | $6.7M | 65k | 103.79 |
| 2021-09-30 | $7.4M | 68k | 108.51 |
| 2021-06-30 | $8.1M | 75k | 106.89 |
| 2021-03-31 | $7.7M | 65k | 119.04 |
| 2020-12-31 | $7.2M | 64k | 113.87 |
| 2020-09-30 | $6.1M | 59k | 103.05 |
| 2020-06-30 | $5.7M | 59k | 97.62 |
| 2020-03-31 | $4.6M | 49k | 94.99 |
| 2019-12-31 | $3.3M | 28k | 115.64 |
| 2019-09-30 | $1.2M | 12k | 103.55 |
| 2019-06-30 | $730k | 8.0k | 91.12 |
| 2019-03-31 | $435k | 4.9k | 88.36 |
| 2018-12-31 | $358k | 4.9k | 73.41 |
| 2018-09-30 | $439k | 5.3k | 82.30 |
| 2018-06-30 | $391k | 5.3k | 74.07 |
| 2018-03-31 | $346k | 4.8k | 71.37 |
| 2017-12-31 | $311k | 2.4k | 131.22 |