Fiserv shares owned by UMA Financial Services
Historical chart of UMA Financial Services investment in Fiserv
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All positions including Fiserv held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fiserv by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $126k | 978 | 128.93 |
| 2025-06-30 | $206k | 1.2k | 172.41 |
| 2025-03-31 | $235k | 1.1k | 220.83 |
| 2024-12-31 | $223k | 1.1k | 205.42 |
| 2024-09-30 | $274k | 1.4k | 194.02 |
| 2024-06-30 | $241k | 1.5k | 157.14 |