Fiserv shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 238k | 128.93 |
| 2025-06-30 | $57M | 329k | 172.41 |
| 2025-03-31 | $65M | 295k | 220.83 |
| 2024-12-31 | $55M | 268k | 205.42 |
| 2022-09-30 | $225k | 2.4k | 93.53 |
| 2017-12-31 | $69k | 522 | 131.50 |
| 2017-09-30 | $67k | 522 | 128.44 |
| 2017-06-30 | $64k | 522 | 122.32 |
| 2017-03-31 | $48k | 420 | 115.00 |
| 2016-12-31 | $46k | 436 | 106.48 |
| 2016-09-30 | $42k | 420 | 100.00 |
| 2016-06-30 | $91k | 834 | 108.83 |
| 2016-03-31 | $71k | 677 | 105.00 |
| 2015-12-31 | $38k | 427 | 90.00 |
| 2015-09-30 | $17k | 200 | 85.00 |
| 2015-06-30 | $17k | 200 | 85.00 |
| 2015-03-31 | $23k | 293 | 80.00 |
| 2014-12-31 | $21k | 295 | 70.00 |
| 2014-09-30 | $17k | 263 | 63.49 |
| 2014-06-30 | $16k | 263 | 60.00 |
| 2013-09-30 | $5.0k | 51 | 98.04 |
| 2012-09-30 | $46k | 607 | 75.00 |
| 2012-03-31 | $40k | 575 | 69.16 |
| 2011-12-31 | $62k | 1.2k | 50.00 |
| 2011-09-30 | $8.9k | 178 | 50.00 |
| 2011-06-30 | $13k | 178 | 75.00 |
| 2011-03-31 | $8.7k | 128 | 68.18 |
| 2010-12-31 | $7.3k | 128 | 56.82 |
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