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Fiserv shares owned by Quantum Financial Planning Services

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Quantum Financial Planning Services from 13F filings

Historical chart of Quantum Financial Planning Services investment in Fiserv

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All positions including Fiserv held by Quantum Financial Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Quantum Financial Planning Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 1.6k 128.93
2025-06-30 $304k 1.8k 172.41
2025-03-31 $390k 1.8k 220.83
2024-12-31 $330k 1.6k 205.42

More positions owned by Quantum Financial Planning Services

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Quantum Financial Planning Services

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