Fiserv shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Fiserv
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Quarterly reported holdings in Fiserv by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 74k | 128.93 |
| 2025-06-30 | $13M | 73k | 172.41 |
| 2025-03-31 | $16M | 72k | 220.82 |
| 2024-12-31 | $13M | 63k | 205.42 |
| 2024-09-30 | $10M | 56k | 179.65 |
| 2024-06-30 | $530k | 3.6k | 149.04 |
| 2024-03-31 | $534k | 3.3k | 159.82 |
| 2023-12-31 | $461k | 3.5k | 132.84 |
More positions owned by Pensionmark Financial Group
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