Fiserv shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Fiserv
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All positions including Fiserv held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fiserv by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 14k | 128.93 |
| 2025-06-30 | $2.6M | 15k | 172.41 |
| 2024-12-31 | $2.8M | 14k | 205.42 |
| 2024-09-30 | $2.7M | 15k | 179.65 |
| 2024-06-30 | $2.2M | 15k | 149.04 |
| 2024-03-31 | $2.4M | 15k | 159.82 |
| 2023-12-31 | $2.1M | 15k | 132.84 |
| 2023-09-30 | $1.8M | 16k | 112.96 |
| 2023-06-30 | $2.0M | 16k | 126.15 |
| 2023-03-31 | $1.8M | 16k | 113.03 |
| 2022-12-31 | $1.6M | 16k | 101.07 |
| 2022-09-30 | $1.6M | 17k | 93.99 |
| 2022-06-30 | $1.3M | 14k | 88.95 |
| 2022-03-31 | $1.4M | 14k | 101.41 |
| 2021-12-31 | $1.5M | 15k | 103.79 |
| 2021-09-30 | $1.5M | 14k | 108.49 |
| 2021-06-30 | $1.3M | 12k | 106.92 |
| 2021-03-31 | $1.4M | 12k | 119.05 |
| 2020-12-31 | $1.5M | 13k | 113.86 |
| 2020-09-30 | $1.3M | 13k | 103.06 |
| 2020-06-30 | $1.5M | 15k | 97.56 |
| 2020-03-31 | $1.4M | 15k | 95.02 |
| 2019-12-31 | $1.5M | 13k | 115.06 |
| 2019-09-30 | $1.4M | 13k | 104.73 |
| 2019-06-30 | $1.1M | 12k | 91.19 |
| 2019-03-31 | $1.1M | 12k | 87.84 |
| 2018-12-31 | $879k | 12k | 73.50 |
| 2018-09-30 | $965k | 12k | 82.34 |
| 2018-06-30 | $860k | 12k | 74.07 |
| 2018-03-31 | $828k | 12k | 71.31 |
| 2017-12-31 | $662k | 5.1k | 131.06 |
| 2017-09-30 | $626k | 4.9k | 128.38 |
| 2017-06-30 | $548k | 4.5k | 121.62 |
| 2017-03-31 | $518k | 4.5k | 114.86 |
| 2016-12-31 | $910k | 8.4k | 108.11 |
| 2016-09-30 | $911k | 9.0k | 101.35 |
| 2016-06-30 | $1.4M | 13k | 108.70 |
| 2016-03-31 | $1.3M | 13k | 101.35 |
| 2015-12-31 | $1.2M | 13k | 94.59 |
| 2015-09-30 | $1.1M | 13k | 87.84 |
| 2015-06-30 | $1.0M | 12k | 81.08 |
| 2015-03-31 | $1.0M | 12k | 81.08 |
| 2014-12-31 | $905k | 12k | 74.32 |
| 2014-09-30 | $807k | 12k | 67.57 |
| 2014-06-30 | $725k | 12k | 60.81 |
| 2014-03-31 | $649k | 12k | 54.05 |
| 2013-12-31 | $732k | 12k | 60.81 |
| 2013-09-30 | $622k | 6.1k | 101.12 |
| 2013-06-30 | $522k | 6.0k | 87.35 |
| 2013-03-31 | $568k | 6.0k | 94.59 |
| 2012-12-31 | $486k | 6.0k | 81.08 |
| 2012-09-30 | $422k | 5.7k | 73.98 |
| 2012-06-30 | $400k | 5.5k | 72.18 |
| 2012-03-31 | $380k | 5.5k | 69.43 |
| 2011-12-31 | $313k | 5.3k | 58.76 |
| 2011-09-30 | $276k | 5.4k | 50.74 |
| 2011-06-30 | $340k | 5.4k | 62.62 |
| 2011-03-31 | $342k | 5.4k | 62.78 |