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Fiserv shares owned by Fermata Advisors

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

Historical chart of Fermata Advisors investment in Fiserv

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

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Quarterly reported holdings in Fiserv by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 1.2k 179.65
2023-12-31 $272k 2.0k 132.84
2023-09-30 $201k 1.8k 112.96

More positions owned by Fermata Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Extended Dur (EDV)

View all positions for Fermata Advisors

Top funds holding Fiserv

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

View all funds holding Fiserv