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Fiserv shares owned by Essential Planning

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $238k 1.2k 203.77

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View all positions for Essential Planning

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