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Fiserv shares owned by Alera Investment Advisors

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

Historical chart of Alera Investment Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $362k 2.0k 179.65
2024-06-30 $272k 1.8k 149.04
2019-03-31 $18k 202 89.11
2018-12-31 $10k 142 70.42

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPYM)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Alera Investment Advisors

Top funds holding Fiserv

Vanguard Group
Dodge & Cox
BlackRock
State Street Corporation
Harris Associates L.P
Geode Capital Management
Amundi
Norges Bank Investment Management
Susquehanna International
D. E. Shaw & Co
Invesco
Northern Trust
Ubs Global Asset Management Americas
Capital World Investors
Federated Investors

View all funds holding Fiserv