Fiserv shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Fiserv
Tip: Access up to 7 years of quarterly data
All positions including Fiserv held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fiserv by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 2.8k | 128.93 |
| 2025-06-30 | $475k | 2.8k | 172.41 |
| 2025-03-31 | $729k | 3.3k | 220.83 |
| 2024-12-31 | $666k | 3.2k | 205.42 |
| 2024-09-30 | $578k | 3.2k | 179.65 |
| 2024-06-30 | $475k | 3.2k | 149.04 |