FI β€” FISERV INC COM

Ownership history in DAVIS R M INC  Β·  15 quarters on record

AI Ownership Summary

DAVIS R M INC reported FISERV INC COM (FI) in 15 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows FI at 0.01% 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 DAVIS R M INC'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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 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 DAVIS R M INC held FI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,216 -178 -5.2% 0.01% $415K 2025-11-12 β€”
2025 Q2 ADDED 3,394 +1,045 +44.5% 0.01% $585K 2025-08-07 β€”
2025 Q1 ADDED 2,349 +266 +12.8% 0.01% $519K 2025-05-08 β€”
2024 Q4 REDUCED 2,083 -1,652 -44.2% 0.01% $428K 2025-02-07 β€”
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About DAVIS R M INC and FI

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

How long has DAVIS R M INC reported owning FI?

DAVIS R M INC reported FI across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported FI position in DAVIS R M INC's portfolio?

The largest reported portfolio weight for FI was 0.01% in 2025 Q2.

What is the latest reported FI position on this page?

The most recent filing on this page is 2025 Q3, when DAVIS R M INC reported 3,216 shares, equal to 0.01% of portfolio, with an estimated market value of $415K.

What does the chart on this FI ownership page compare?

The chart compares DAVIS R M INC'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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