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Fiserv shares owned by Ballast Advisors

Quarter-by-quarter ownership of Fiserv (FISV) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in Fiserv

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All positions including Fiserv held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.0k 143 55.80
2020-03-31 $47k 500 94.00

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View all positions for Ballast Advisors

Top funds holding Fiserv

Dodge & Cox
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Harris Associates L.P
Capital World Investors
Geode Capital Management
Federated Investors
Morgan Stanley
Susquehanna International
First Eagle Investment Management
D. E. Shaw & Co
Invesco
Amundi

View all funds holding Fiserv