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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

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 2.3k 128.93
2025-03-31 $514k 2.3k 220.83
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

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Apple Stock (AAPL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Growth Etf Etf (VUG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Accenture Plc Ireland Shs Class A Stock (ACN)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Regent Peak Wealth Advisors

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