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Fiserv shares owned by Lake Street Advisors Group

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

Historical chart of Lake Street Advisors Group investment in Fiserv

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

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Quarterly reported holdings in Fiserv by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $954k 6.4k 149.04
2023-12-31 $853k 6.4k 132.84
2021-06-30 $285k 2.6k 111.11
2021-03-31 $300k 2.5k 118.86
2020-12-31 $465k 4.1k 113.75
2020-09-30 $422k 4.1k 103.08
2020-06-30 $358k 3.7k 97.68
2019-12-31 $216k 1.9k 115.69

More positions owned by Lake Street Advisors Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lake Street Advisors Group

Top funds holding Fiserv

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

View all funds holding Fiserv