Fiserv shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $557k | 8.3k | 67.17 |
| 2025-09-30 | $857k | 6.6k | 128.93 |
| 2021-06-30 | $297k | 2.8k | 106.80 |
| 2021-03-31 | $331k | 2.8k | 119.15 |
| 2020-12-31 | $317k | 2.8k | 113.82 |