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Fiserv shares owned by RMR Wealth Builders

Quarter-by-quarter ownership of Fiserv (FI) shares owned by RMR Wealth Builders from 13F filings

Historical chart of RMR Wealth Builders investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by RMR Wealth Builders consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 1.8k 179.65
2024-06-30 $325k 2.2k 149.04
2024-03-31 $363k 2.3k 159.82
2021-03-31 $15k 130 115.38
2020-12-31 $24k 215 111.63

More positions owned by RMR Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
First Tr Exchange-traded Managd Mun Etf (FMB)

View all positions for RMR Wealth Builders

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