FI β€” FISERV INC

Ownership history in Cannell & Spears LLC  Β·  23 quarters on record

AI Ownership Summary

Cannell & Spears LLC reported FISERV INC (FI) in 23 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 2.23% in 2023 Q4. The latest visible filing shows FI at 0.47% 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 Cannell & Spears LLC's position in FISERV INC, 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 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.23% in 2023 Q4

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 Cannell & Spears LLC 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 ADDED 192,142 +5,057 +2.7% 0.47% $24.8M 2025-11-14 β€”
2025 Q2 ADDED 187,085 +17,380 +10.2% 0.65% $32.3M 2025-08-14 β€”
2025 Q1 REDUCED 169,705 -14,090 -7.7% 0.81% $37.5M 2025-05-14 β€”
2024 Q4 REDUCED 183,795 -31,477 -14.6% 0.78% $37.8M 2025-02-12 β€”
2024 Q3 REDUCED 215,272 -732 -0.3% 0.76% $38.7M 2024-11-12 β€”
2024 Q2 ADDED 216,004 +267 +0.1% 0.67% $32.2M 2024-08-12 β€”
2024 Q1 ADDED 215,737 +5,067 +2.4% 0.71% $34.5M 2024-05-10 β€”
2023 Q4 ADDED 210,670 +1,717 +0.8% 2.23% $28.0M 2024-02-14 β€”
2023 Q3 REDUCED 208,953 -2,138 -1.0% 2.02% $23.6M 2023-11-21 β€”
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Cannell & Spears LLC and FI

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

How long has Cannell & Spears LLC reported owning FI?

Cannell & Spears LLC reported FI across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported FI position in Cannell & Spears LLC's portfolio?

The largest reported portfolio weight for FI was 2.23% in 2023 Q4.

What is the latest reported FI position on this page?

The most recent filing on this page is 2025 Q3, when Cannell & Spears LLC reported 192,142 shares, equal to 0.47% of portfolio, with an estimated market value of $24.8M.

What does the chart on this FI ownership page compare?

The chart compares Cannell & Spears LLC'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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