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Fiserv shares owned by Presilium Private Wealth

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

Historical chart of Presilium Private Wealth investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Presilium Private Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $221k 1.3k 172.41
2025-03-31 $283k 1.3k 220.83
2024-12-31 $264k 1.3k 205.42
2024-09-30 $216k 1.2k 179.65

More positions owned by Presilium Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr National Mun Etf (MUB)

View all positions for Presilium Private 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