Fiserv shares owned by ProVise Management Group
Quarter-by-quarter ownership of Fiserv (FI) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Fiserv
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Quarterly reported holdings in Fiserv by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $628k | 4.9k | 128.93 |
| 2025-06-30 | $10M | 58k | 172.41 |
| 2025-03-31 | $12M | 56k | 220.83 |
| 2024-12-31 | $12M | 58k | 205.42 |
| 2024-09-30 | $11M | 59k | 179.65 |
| 2024-06-30 | $8.8M | 59k | 149.04 |
| 2024-03-31 | $9.4M | 59k | 159.82 |
| 2023-12-31 | $7.3M | 55k | 132.84 |
| 2023-09-30 | $6.2M | 55k | 112.96 |
| 2023-06-30 | $5.8M | 51k | 113.03 |
| 2023-03-31 | $5.8M | 51k | 113.03 |
| 2022-12-31 | $6.0M | 60k | 101.07 |
| 2022-09-30 | $4.9M | 53k | 93.57 |
| 2022-06-30 | $4.6M | 52k | 88.97 |
| 2022-03-31 | $5.3M | 53k | 101.40 |
| 2021-12-31 | $5.2M | 50k | 103.79 |
| 2021-09-30 | $3.0M | 28k | 108.51 |
| 2021-06-30 | $1.8M | 17k | 106.90 |
| 2021-03-31 | $1.6M | 14k | 119.01 |