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Fiserv shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.3k 25 172.40
2025-03-31 $3.4k 16 210.38
2024-12-31 $3.1k 15 205.40

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Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

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