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Fiserv shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $679k 4.1k 163.57
2024-03-31 $563k 3.7k 152.67
2023-12-31 $404k 3.0k 132.86
2023-09-30 $368k 3.3k 112.95
2023-06-30 $452k 3.6k 126.15
2023-03-31 $416k 3.7k 113.03
2022-12-31 $445k 4.4k 101.07
2022-09-30 $31k 401 76.92
2022-06-30 $22k 248 87.84
2022-03-31 $18k 178 100.00
2021-12-31 $37k 346 108.11

More positions owned by EverSource Wealth Advisors

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Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)

View all positions for EverSource Wealth Advisors

Top funds holding Fiserv

Vanguard Group
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Harris Associates L.P
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Massachusetts Financial Services
Invesco
Nuveen Asset Management
Veritas Asset Management
Parnassus Investments
Goldman Sachs Group

View all funds holding Fiserv