Fiserv shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Fiserv
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Quarterly reported holdings in Fiserv by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $841k | 6.5k | 128.93 |
| 2025-06-30 | $973k | 5.6k | 172.41 |
| 2025-03-31 | $1.0M | 4.7k | 220.83 |
| 2024-12-31 | $956k | 4.7k | 205.42 |
| 2024-09-30 | $962k | 5.4k | 179.65 |
| 2024-06-30 | $1.3M | 8.8k | 149.04 |
| 2024-03-31 | $1.3M | 8.3k | 159.82 |
| 2023-09-30 | $934k | 8.3k | 112.96 |
| 2023-06-30 | $1.0M | 8.1k | 126.15 |
| 2023-03-31 | $923k | 8.2k | 113.03 |
| 2022-12-31 | $984k | 9.7k | 101.07 |
| 2022-09-30 | $903k | 9.7k | 93.55 |
| 2022-06-30 | $833k | 9.4k | 89.00 |
| 2022-03-31 | $966k | 9.5k | 101.34 |
| 2021-12-31 | $941k | 9.1k | 103.79 |
| 2021-09-30 | $882k | 8.1k | 108.47 |
| 2021-06-30 | $839k | 7.8k | 106.89 |
| 2020-12-31 | $837k | 7.4k | 113.86 |
| 2020-06-30 | $1.3M | 13k | 97.60 |
| 2016-03-31 | $486k | 4.7k | 102.64 |
| 2015-12-31 | $350k | 3.8k | 91.26 |
| 2015-09-30 | $311k | 3.6k | 86.39 |
| 2015-06-30 | $298k | 3.6k | 82.78 |
| 2015-03-31 | $286k | 3.6k | 79.44 |
| 2014-12-31 | $255k | 3.6k | 70.83 |
| 2014-09-30 | $378k | 5.9k | 64.62 |
| 2014-06-30 | $353k | 5.9k | 60.32 |
| 2014-03-31 | $332k | 5.9k | 56.75 |
| 2013-12-31 | $345k | 5.9k | 58.97 |