Fiduciary Group’s Fiserv FI Stock Holding History

Fiduciary 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 Q2	$305K	Buy
2025 Q1	$375K	Buy
2024 Q4	$232K	Sell
2024 Q3	$212K	Buy
2024 Q2	–	Sell
2024 Q1	$212K	Buy
2021 Q4	–	Sell
2021 Q3	$8.86M	Buy
2021 Q2	$8.74M	Buy