Forum Financial Management »

Fiserv shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management investment in Fiserv

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

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Quarterly reported holdings in Fiserv by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $824k 5.2k 159.82
2023-12-31 $724k 5.5k 132.84
2023-09-30 $660k 5.8k 112.96
2023-06-30 $737k 5.8k 126.15
2023-03-31 $582k 5.2k 113.03
2022-12-31 $529k 5.2k 101.07
2022-09-30 $657k 7.0k 93.62
2022-06-30 $591k 6.6k 88.91
2022-03-31 $561k 5.5k 101.32
2021-12-31 $672k 6.5k 103.75

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)

View all positions for Forum Financial Management

Top funds holding Fiserv

Vanguard Group
T. Rowe Price Associates
BlackRock
Dodge & Cox
Harris Associates L.P
Geode Capital Management
Jpmorgan Chase & Co
FMR
Morgan Stanley
Massachusetts Financial Services
Veritas Asset Management
Nuveen Asset Management
Parnassus Investments
Northern Trust
Legal & General Group

View all funds holding Fiserv