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Fiserv shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth investment in Fiserv

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

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Quarterly reported holdings in Fiserv by Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $559k 4.3k 128.93
2025-06-30 $682k 4.0k 172.41
2025-03-31 $403k 1.8k 220.83

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View all positions for Plan A Wealth

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