Highland Financial Advisors »

Fiserv shares owned by Highland Financial Advisors

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

Historical chart of Highland Financial Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fiserv by Highland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $215k 3.2k 67.17

More positions owned by Highland Financial Advisors

Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Avantis Respon U (AVSU)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Highland Financial Advisors

Top funds holding Fiserv

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

View all funds holding Fiserv