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Fiserv shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $40k 222 179.65
2024-03-31 $36k 223 159.82
2023-12-31 $30k 226 132.84

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Fiserv

Vanguard Group
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Harris Associates L.P
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Massachusetts Financial Services
Invesco
Nuveen Asset Management
Parnassus Investments
Goldman Sachs Group
Longview Partners

View all funds holding Fiserv