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Fiserv shares owned by Kaizen Financial Strategies

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

Historical chart of Kaizen Financial Strategies investment in Fiserv

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

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Quarterly reported holdings in Fiserv by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $362k 2.0k 179.65
2024-06-30 $329k 2.0k 163.11
2024-03-31 $322k 2.0k 159.82
2023-12-31 $283k 2.1k 132.84
2023-09-30 $241k 2.1k 112.96
2023-06-30 $274k 2.1k 127.57
2021-03-31 $246k 2.1k 119.13
2020-12-31 $241k 2.1k 113.73

More positions owned by Kaizen Financial Strategies

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Blackstone Group Inc Com Cl A (BX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Tesla Motors (TSLA)
Schwab Strategic Tr Long Term Us (SCHQ)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Amazon (AMZN)

View all positions for Kaizen Financial Strategies

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