Fiserv shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Fiserv
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Quarterly reported holdings in Fiserv by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $482k | 2.3k | 205.42 |
| 2024-09-30 | $421k | 2.3k | 179.65 |
| 2024-06-30 | $3.5M | 2.3k | 1490.40 |
| 2024-03-31 | $365k | 2.3k | 159.82 |
| 2023-12-31 | $305k | 2.3k | 132.84 |
| 2023-09-30 | $259k | 2.3k | 112.96 |
| 2023-06-30 | $286k | 2.3k | 126.15 |
| 2023-03-31 | $258k | 2.3k | 113.03 |
| 2022-12-31 | $230k | 2.3k | 101.07 |
| 2020-12-31 | $173k | 1.5k | 113.82 |
More positions owned by Regent Peak Wealth Advisors
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