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Fiserv shares owned by Estate Planners Group

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

Historical chart of Estate Planners Group investment in Fiserv

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

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Quarterly reported holdings in Fiserv by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8k 42 67.17

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Fiserv

Vanguard Group
Dodge & Cox
BlackRock
State Street Corporation
Harris Associates L.P
Geode Capital Management
Amundi
D. E. Shaw & Co
Norges Bank Investment Management
Susquehanna International
Invesco
Northern Trust
Ubs Global Asset Management Americas
Capital World Investors
Federated Investors

View all funds holding Fiserv