Net Worth Advisory Group »

Fiserv shares owned by Net Worth Advisory Group

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Net Worth Advisory Group from 13F filings

Historical chart of Net Worth Advisory Group investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Net Worth Advisory Group 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 Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $524k 4.1k 128.92
2025-06-30 $724k 4.2k 172.41
2025-03-31 $918k 4.2k 220.81
2024-12-31 $856k 4.2k 205.42
2024-09-30 $749k 4.2k 179.66

More positions owned by Net Worth Advisory Group

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Series Trust Bloomberg Intl T (BWX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Apple (AAPL)

View all positions for Net Worth Advisory Group

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