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Fiserv shares owned by Pines Wealth Management

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Pines Wealth Management from 13F filings

Historical chart of Pines Wealth Management investment in Fiserv

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All positions including Fiserv held by Pines Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Pines Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $221k 1.3k 175.55
2025-03-31 $325k 1.7k 195.59

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View all positions for Pines Wealth Management

Top funds holding Fiserv

Vanguard Group
BlackRock
Dodge & Cox
Capital World Investors
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
D. E. Shaw & Co
Harris Associates L.P
Northern Trust
Invesco
UBS Group
Ubs Global Asset Management Americas
Parnassus Investments
Amundi

View all funds holding Fiserv