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Fiserv shares owned by Callan Family Office

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Callan Family Office from 13F filings

Historical chart of Callan Family Office investment in Fiserv

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All positions including Fiserv held by Callan Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Callan Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $855k 4.8k 179.65
2024-06-30 $433k 2.9k 149.04
2023-06-30 $215k 1.7k 126.15
2023-03-31 $1.5M 14k 113.03

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Callan Family Office

Top funds holding Fiserv

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Invesco
Massachusetts Financial Services
Nuveen Asset Management
Goldman Sachs Group

View all funds holding Fiserv