FI FISERV INC

Ownership history in BROOKTREE CAPITAL MANAGEMENT  ·  17 quarters on record

This page tracks every 13F SEC filing in which BROOKTREE CAPITAL MANAGEMENT reported a position in FISERV INC (FI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.44% (2024 Q4)
Avg. % of fund
4.81%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 40,069 -15,326 -27.7% 1.79% $2.7M
2025 Q3 ADDED 55,395 +10,246 +22.7% 4.54% $7.1M
2025 Q2 ADDED 45,149 +701 +1.6% 5.09% $7.8M
2025 Q1 REDUCED 44,448 -4,400 -9.0% 7.36% $9.8M
2024 Q4 REDUCED 48,848 -492 -1.0% 7.44% $10.0M
2024 Q3 REDUCED 49,340 -345 -0.7% 7.20% $8.9M
2024 Q2 REDUCED 49,685 -2,861 -5.4% 6.33% $7.4M
2024 Q1 ADDED 52,546 +1,677 +3.3% 6.48% $8.4M
2023 Q4 REDUCED 50,869 -3,403 -6.3% 5.46% $6.8M
2023 Q3 REDUCED 54,272 -686 -1.2% 5.12% $6.1M
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)
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