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Fiserv shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of Fiserv (FI) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in Fiserv

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All positions including Fiserv held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 18k 128.93
2025-06-30 $3.1M 18k 172.41
2025-03-31 $3.1M 14k 220.83
2024-12-31 $4.5M 22k 205.98
2024-09-30 $4.0M 22k 179.65
2024-06-30 $4.1M 27k 149.04
2024-03-31 $4.0M 25k 159.82
2023-12-31 $3.1M 23k 132.84
2023-09-30 $2.0M 18k 112.96
2023-06-30 $2.0M 16k 126.15
2023-03-31 $1.0M 8.9k 117.78
2022-12-31 $413k 3.5k 116.45

More positions owned by VisionPoint Advisory Group

Spdr Series Trust Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Deere & Company (DE)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for VisionPoint Advisory Group

Top funds holding Fiserv

Vanguard Group
BlackRock
Dodge & Cox
Capital World Investors
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Morgan Stanley
D. E. Shaw & Co
Harris Associates L.P
Northern Trust
Invesco
Massachusetts Financial Services
UBS Group
Ubs Global Asset Management Americas

View all funds holding Fiserv