Embree Financial Group’s Fiserv FI Stock Holding History

Embree Financial Group’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.32M	Buy
2025 Q2	$1.75M	Buy
2025 Q1	$2.24M	Buy
2024 Q4	$2.07M	Hold
2024 Q3	$1.81M	Sell
2024 Q2	$1.53M	Sell
2024 Q1	$1.64M	Sell
2023 Q4	$1.84M	Buy