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Fiserv shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $306k 2.3k 132.87
2023-09-30 $260k 2.3k 112.98

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Sax Wealth Advisors

Top funds holding Fiserv

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

View all funds holding Fiserv