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Fiserv shares owned by Beacon Financial Strategies CORP

Quarter-by-quarter ownership of Fiserv (FISV) shares owned by Beacon Financial Strategies CORP from 13F filings

Historical chart of Beacon Financial Strategies CORP investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Beacon Financial Strategies CORP consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Beacon Financial Strategies CORP

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4k 61 55.80
2025-12-31 $4.1k 61 67.18

More positions owned by Beacon Financial Strategies CORP

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
GSK Sponsored Adr (GSK)

View all positions for Beacon Financial Strategies CORP

Top funds holding Fiserv

Vanguard Group
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

View all funds holding Fiserv