Fiserv shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Sendero Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $5.5M | 32k | 172.41 |
| 2025-03-31 | $6.0M | 27k | 220.83 |
| 2024-12-31 | $8.1M | 40k | 205.42 |
| 2024-09-30 | $8.3M | 46k | 179.65 |
| 2024-06-30 | $6.6M | 45k | 149.04 |
| 2024-03-31 | $7.4M | 46k | 159.82 |
| 2023-12-31 | $6.3M | 48k | 132.84 |
| 2023-09-30 | $6.2M | 55k | 112.96 |
| 2023-06-30 | $6.3M | 50k | 126.15 |
| 2023-03-31 | $5.1M | 45k | 113.03 |
| 2022-12-31 | $3.8M | 38k | 101.07 |
| 2022-09-30 | $3.0M | 32k | 93.59 |
| 2022-06-30 | $1.8M | 20k | 89.04 |
| 2022-03-31 | $1.8M | 18k | 101.39 |
| 2021-12-31 | $1.7M | 16k | 103.83 |