RFW
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Rainier Family Wealth’s Fiserv FI Stock Holding History

Rainier Family Wealth’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$470K Sell
2,724
-484
-15% -$83.4K 0.47% 45
2025
Q1 		$708K Sell
3,208
-142
-4% -$31.4K 0.83% 33
2024
Q4 		$688K Buy
+3,350
New +$688K 0.83% 32