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Fiserv shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers investment in Fiserv

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All positions including Fiserv held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 1.1k 179.65
2022-03-31 $213k 2.1k 101.43
2021-12-31 $231k 2.2k 103.82
2021-09-30 $258k 2.4k 108.59

More positions owned by Badgley Phelps Wealth Managers

Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Costco Wholesale Corporation (COST)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Columbia Sportswear Company (COLM)
JPMorgan Chase & Co. (JPM)

View all positions for Badgley Phelps Wealth Managers

Top funds holding Fiserv

Vanguard Group
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
FMR
Invesco
Massachusetts Financial Services
Nuveen Asset Management
Parnassus Investments
Northern Trust

View all funds holding Fiserv