FI β€” FISERV INC COM

Ownership history in BAMCO INC /NY/  Β·  18 quarters on record

AI Ownership Summary

BAMCO INC /NY/ reported FISERV INC COM (FI) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows FI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAMCO INC /NY/'s position in FISERV INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAMCO INC /NY/ held FI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 5,000 β€” 0% 0.00% $645K 2025-11-14 β€”
2025 Q2 REDUCED 5,000 -8,000 -61.5% 0.00% $862K 2025-08-14 β€”
2025 Q1 UNCHANGED 13,000 β€” 0% 0.01% $2.9M 2025-05-15 β€”
2024 Q4 REDUCED 13,000 -300 -2.3% 0.01% $2.7M 2025-02-14 β€”
2024 Q3 UNCHANGED 13,300 β€” 0% 0.01% $2.4M 2024-11-14 β€”
2024 Q2 ADDED 13,300 +87 +0.7% 0.01% $2.0M 2024-08-14 β€”
2024 Q1 REDUCED 13,213 -187 -1.4% 0.01% $2.1M 2024-05-15 β€”
2023 Q4 ADDED 13,400 +400 +3.1% 0.00% $1.8M 2024-02-14 β€”
2023 Q3 REDUCED 13,000 -300 -2.3% 0.00% $1.5M 2023-11-14 β€”
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BAMCO INC /NY/ and FI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAMCO INC /NY/ reported owning FI?

BAMCO INC /NY/ reported FI across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported FI position in BAMCO INC /NY/'s portfolio?

The largest reported portfolio weight for FI was 0.01% in 2025 Q1.

What is the latest reported FI position on this page?

The most recent filing on this page is 2025 Q3, when BAMCO INC /NY/ reported 5,000 shares, equal to 0.00% of portfolio, with an estimated market value of $645K.

What does the chart on this FI ownership page compare?

The chart compares BAMCO INC /NY/'s quarterly FI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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