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Fiserv shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $358k 2.0k 179.65
2024-03-31 $283k 1.8k 159.82
2023-12-31 $165k 1.2k 132.84

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View all positions for Icon Wealth 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