Zrc Wealth Management »

Fiserv shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $36k 200 179.65
2024-06-30 $30k 200 149.04
2024-03-31 $32k 200 159.82

More positions owned by Zrc Wealth Management

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Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Reit Etf (SCHH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Zrc Wealth Management

Top funds holding Fiserv

Vanguard Group
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BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Invesco
Massachusetts Financial Services
Nuveen Asset Management
Goldman Sachs Group

View all funds holding Fiserv