Fiserv shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Fiserv
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Quarterly reported holdings in Fiserv by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401k | 3.1k | 128.93 |
| 2025-06-30 | $717k | 4.2k | 172.41 |
| 2025-03-31 | $901k | 4.2k | 217.10 |
| 2024-12-31 | $666k | 3.2k | 206.49 |
| 2024-09-30 | $556k | 3.1k | 179.65 |
| 2024-06-30 | $635k | 4.3k | 149.04 |
| 2024-03-31 | $647k | 4.0k | 159.82 |
| 2023-12-31 | $557k | 4.2k | 132.84 |
| 2023-09-30 | $352k | 3.1k | 112.96 |
| 2023-06-30 | $403k | 3.2k | 126.15 |
| 2023-03-31 | $366k | 3.2k | 113.03 |
| 2022-12-31 | $319k | 3.2k | 101.07 |
| 2021-12-31 | $90k | 871 | 103.33 |
More positions owned by Confluence Wealth Services
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