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Fiserv shares owned by Caldwell Trust

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Fiserv

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All positions including Fiserv held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $573k 4.4k 128.93
2021-12-31 $490k 4.7k 103.79
2021-09-30 $513k 4.7k 108.50
2021-06-30 $505k 4.7k 106.89
2021-03-31 $563k 4.7k 119.04
2020-12-31 $538k 4.7k 113.86
2020-09-30 $487k 4.7k 103.05
2020-06-30 $449k 4.6k 97.62
2020-03-31 $461k 4.9k 94.99
2019-12-31 $561k 4.9k 115.63