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Fiserv shares owned by Rise Advisors

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Rise Advisors from 13F filings

Historical chart of Rise Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $57k 315 179.65
2024-06-30 $47k 315 149.04
2024-03-31 $50k 315 159.82
2023-03-31 $452 4 113.00

More positions owned by Rise Advisors

Vanguard Value Etf 0 (VTV)
Vanguard Growth Etf 0 (VUG)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Amazon 0 (AMZN)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise Advisors

Top funds holding Fiserv

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Invesco
Massachusetts Financial Services
Nuveen Asset Management
Goldman Sachs Group

View all funds holding Fiserv