Fiserv shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Fiserv
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Quarterly reported holdings in Fiserv by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $598k | 4.6k | 128.93 |
| 2025-06-30 | $799k | 4.6k | 172.41 |
| 2025-03-31 | $1.1M | 4.8k | 220.83 |
| 2024-12-31 | $989k | 4.8k | 205.40 |
| 2024-09-30 | $865k | 4.8k | 179.65 |
| 2024-06-30 | $718k | 4.8k | 149.12 |
| 2024-03-31 | $770k | 4.8k | 159.92 |
| 2023-12-31 | $684k | 5.1k | 132.84 |
| 2023-09-30 | $582k | 5.1k | 113.03 |
| 2023-06-30 | $683k | 5.4k | 126.22 |
| 2023-03-31 | $653k | 5.8k | 113.09 |
| 2022-12-31 | $675k | 6.7k | 101.02 |
| 2022-09-30 | $670k | 7.2k | 93.58 |
| 2022-06-30 | $658k | 7.4k | 89.00 |
| 2022-03-31 | $842k | 8.3k | 101.45 |
| 2021-12-31 | $911k | 8.8k | 103.83 |
| 2021-09-30 | $1.2M | 11k | 108.50 |
| 2021-06-30 | $1.5M | 14k | 106.89 |
| 2021-03-31 | $1.7M | 15k | 119.05 |
| 2020-12-31 | $2.0M | 18k | 113.86 |
| 2020-09-30 | $1.9M | 18k | 103.03 |
| 2020-06-30 | $1.9M | 20k | 97.63 |
| 2020-03-31 | $1.9M | 20k | 95.01 |
| 2019-12-31 | $2.4M | 21k | 115.63 |
| 2019-09-30 | $2.2M | 21k | 103.59 |
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