Trinity Financial Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Trinity Financial Advisors 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 Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
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