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Fiserv shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors investment in Fiserv

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

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Quarterly reported holdings in Fiserv by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 97k 128.93
2025-06-30 $15M 84k 172.41
2025-03-31 $18M 82k 220.83
2024-12-31 $13M 65k 205.42
2024-09-30 $11M 62k 179.65
2024-06-30 $2.0M 14k 149.04
2024-03-31 $2.1M 13k 159.82
2023-12-31 $2.3M 17k 132.84
2023-09-30 $1.3M 11k 112.96
2023-06-30 $1.0M 8.2k 126.15
2023-03-31 $665k 5.9k 113.03
2022-12-31 $577k 5.7k 101.07
2022-09-30 $213k 2.3k 93.75
2022-06-30 $306k 3.4k 89.01
2022-03-31 $357k 3.5k 101.39
2015-12-31 $227k 3.2k 70.83
2014-12-31 $227k 3.2k 70.83
2014-09-30 $207k 3.2k 64.59
2014-06-30 $277k 4.6k 60.41
2014-03-31 $248k 4.4k 56.69
2013-12-31 $230k 3.9k 59.13