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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

Tip: Access up to 7 years of quarterly data

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
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 Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mortge Rel Etf (REM)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Deere & Company (DE)
Philip Morris International (PM)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Agnc Invt Corp Com reit (AGNC)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Short (SPSB)

View all positions for VisionPoint Advisory Group

Top funds holding Fiserv

Vanguard Group
T. Rowe Price Associates
Dodge & Cox
Harris Associates L.P
Massachusetts Financial Services
Veritas Asset Management
Parnassus Investments
Norges Bank Investment Management
Jpmorgan Chase & Co
BlueSpruce Investments
Legal & General Group
ValueAct Holdings
Bank of New York Mellon
Ubs Global Asset Management Americas
Egerton Capital

View all funds holding Fiserv