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

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Quarterly reported holdings in Fiserv by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
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