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Fiserv shares owned by Beacon Bridge Wealth Partners

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Beacon Bridge Wealth Partners from 13F filings

Historical chart of Beacon Bridge Wealth Partners investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 7.8k 179.65
2024-06-30 $1.2M 7.8k 149.04
2024-03-31 $1.3M 8.1k 159.82
2023-12-31 $1.1M 8.1k 132.84
2023-09-30 $919k 8.1k 112.96
2023-06-30 $1.1M 8.5k 126.15
2023-03-31 $965k 8.5k 113.03
2022-12-31 $863k 8.5k 101.07

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Long Term Us (SCHQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Beacon Bridge Wealth Partners

Top funds holding Fiserv

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FMR
Morgan Stanley
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Massachusetts Financial Services
Nuveen Asset Management
Norges Bank Investment Management
Invesco

View all funds holding Fiserv