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Fiserv shares owned by Centricity Wealth Management

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Centricity Wealth Management from 13F filings

Historical chart of Centricity Wealth Management investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Centricity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $58k 339 172.41
2025-03-31 $85k 384 220.83
2024-12-31 $79k 384 205.42

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View all positions for Centricity Wealth Management

Top funds holding Fiserv

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

View all funds holding Fiserv