Fiserv shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Fiserv
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Quarterly reported holdings in Fiserv by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 19k | 128.93 |
| 2025-06-30 | $3.2M | 19k | 172.41 |
| 2025-03-31 | $4.1M | 19k | 220.83 |
| 2024-12-31 | $3.9M | 19k | 205.98 |
| 2024-09-30 | $2.5M | 19k | 129.53 |
| 2024-06-30 | $2.9M | 19k | 149.04 |
| 2024-03-31 | $3.1M | 19k | 159.82 |
| 2023-12-31 | $2.6M | 19k | 132.84 |
| 2023-09-30 | $2.5M | 23k | 112.96 |
| 2023-06-30 | $2.8M | 23k | 126.15 |
| 2023-03-31 | $2.5M | 23k | 113.03 |
| 2022-12-31 | $2.3M | 23k | 101.07 |
| 2022-09-30 | $2.1M | 23k | 93.56 |
| 2022-06-30 | $2.0M | 22k | 88.97 |
| 2022-03-31 | $2.2M | 22k | 101.41 |
| 2021-12-31 | $2.2M | 21k | 103.77 |
| 2021-09-30 | $2.3M | 21k | 108.51 |
| 2021-06-30 | $2.3M | 21k | 106.90 |
| 2021-03-31 | $2.9M | 25k | 119.06 |
| 2020-12-31 | $2.5M | 22k | 113.87 |
More positions owned by Trinity Financial Advisors
View all positions for Trinity Financial Advisors