Endurance Wealth Management’s Fiserv Inc FISV Stock Holding History

Endurance Wealth Management’s Portfolio FISV Stock Details FISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$392K	Hold	3,107	–	–	0.05%	141
2023 Q1	$351K	Hold	3,107	–	–	0.05%	147
2022 Q4	$314K	Hold	3,107	–	–	0.05%	148
2022 Q3	$291K	Hold	3,107	–	–	0.05%	155
2022 Q2	$276K	Hold	3,107	–	–	0.04%	169
2022 Q1	$315K	Hold	3,107	–	–	0.04%	167
2021 Q4	$322K	Hold	3,107	–	–	0.03%	179
2021 Q3	$337K	Hold	3,107	–	–	0.04%	175
2021 Q2	$332K	Hold	3,107	–	–	0.04%	179
2021 Q1	$370K	Hold	3,107	–	–	0.04%	169
2020 Q4	$354K	Hold	3,107	–	–	0.04%	162
2020 Q3	$320K	Buy	3,107 +301	+11%	+$30K	0.05%	159
2020 Q2	$274K	Hold	2,806	–	–	0.04%	158
2020 Q1	$267K	Buy	+2,806	New	+$312K	0.05%	152

Other funds holding FISV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Endurance Wealth Management's FISV Position: Q2 2023 in Review

Endurance Wealth Management held its Fiserv Inc (FISV) position steady in Q2 2023 at 3,107 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #141.

Endurance Wealth Management first reported a position in FISV in Q1 2020 and has held it in 14 quarters since. 1,476 funds tracked by Wall St. Rank hold FISV as of Q2 2023.

Endurance Wealth Management held 3,107 shares of Fiserv Inc worth $392K as of Q2 2023.
Endurance Wealth Management left its Fiserv Inc share count unchanged in Q2 2023.
Fiserv Inc made up 0.05% of Endurance Wealth Management's portfolio in Q2 2023, its #141 holding.
Endurance Wealth Management first reported a position in Fiserv Inc in Q1 2020 and has held it in 14 quarters since.
1,476 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.