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Fiserv shares owned by D.B. Root & Company

Quarter-by-quarter ownership of Fiserv (FI) shares owned by D.B. Root & Company from 13F filings

Historical chart of D.B. Root & Company investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by D.B. Root & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by D.B. Root & Company

Quarter filed Position value Share count Share price at filing
2025-06-30 $499k 2.9k 172.41
2025-03-31 $498k 2.3k 220.83
2024-12-31 $476k 2.3k 205.42
2024-09-30 $487k 2.7k 179.65
2024-06-30 $541k 3.6k 149.04

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Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Innovator Etfs Trust Buffer Step Up S (BSTP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dick's Sporting Goods (DKS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)

View all positions for D.B. Root & Company

Top funds holding Fiserv

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

View all funds holding Fiserv