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Fiserv shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 1.2k 179.65

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Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
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Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cypress Wealth Services

Top funds holding Fiserv

Vanguard Group
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BlackRock
T. Rowe Price Associates
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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