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Fiserv shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $564k 4.4k 128.93
2025-06-30 $521k 3.0k 172.41
2025-03-31 $626k 2.8k 220.83
2024-12-31 $454k 2.2k 205.42

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Top funds holding Fiserv

Vanguard Group
BlackRock
Dodge & Cox
Capital World Investors
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Morgan Stanley
D. E. Shaw & Co
Harris Associates L.P
Northern Trust
Invesco
Massachusetts Financial Services
UBS Group
Ubs Global Asset Management Americas

View all funds holding Fiserv