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Fiserv shares owned by GenTrust

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

Historical chart of GenTrust investment in Fiserv

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

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Quarterly reported holdings in Fiserv by GenTrust

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 2.3k 128.93
2025-03-31 $236k 1.1k 220.83
2024-12-31 $224k 1.1k 205.42

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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Global X Fds Global X Uranium (URA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Euro (IEUR)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)

View all positions for GenTrust

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