RMR Wealth Builders »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fiserv by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
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)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr National Mun Etf (MUB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

View all positions for RMR Wealth Builders

Top funds holding Fiserv

Vanguard Group
T. Rowe Price Associates
Dodge & Cox
Harris Associates L.P
Massachusetts Financial Services
Veritas Asset Management
Norges Bank Investment Management
Parnassus Investments
Jpmorgan Chase & Co
BlueSpruce Investments
Legal & General Group
ValueAct Holdings
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Fiserv