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Fiserv shares owned by WealthBridge Capital Management

Quarter-by-quarter ownership of Fiserv (FI) shares owned by WealthBridge Capital Management from 13F filings

Historical chart of WealthBridge Capital Management investment in Fiserv

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All positions including Fiserv held by WealthBridge Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $287k 2.2k 128.93
2025-06-30 $384k 2.2k 172.41
2025-03-31 $492k 2.2k 220.83
2024-12-31 $458k 2.2k 205.42
2024-09-30 $400k 2.2k 179.65

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Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for WealthBridge Capital Management

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