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Fiserv shares owned by Cornerstone Wealth Group

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

Historical chart of Cornerstone Wealth Group investment in Fiserv

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

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Quarterly reported holdings in Fiserv by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $414k 2.3k 179.65
2024-06-30 $332k 2.2k 149.04
2024-03-31 $349k 2.2k 159.82

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Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Ishares Tr Core Msci Intl (IDEV)
Home Depot (HD)
Amazon (AMZN)

View all positions for Cornerstone Wealth Group

Top funds holding Fiserv

BlackRock
T. Rowe Price Associates
Dodge & Cox
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
Invesco
Massachusetts Financial Services
Parnassus Investments
Northern Trust
Bessemer
Bank of New York Mellon
Charles Schwab Investment Management
Amundi

View all funds holding Fiserv