FI β€” FISERV INC COM

Ownership history in GRANDFIELD & DODD, LLC  Β·  79 quarters on record

AI Ownership Summary

GRANDFIELD & DODD, LLC reported FISERV INC COM (FI) in 79 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows FI at 0.02% 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 GRANDFIELD & DODD, LLC'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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% 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 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 GRANDFIELD & DODD, LLC held FI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,190 -256 -7.4% 0.02% $411K 2025-10-30 β€”
2025 Q2 UNCHANGED 3,446 β€” 0% 0.03% $594K 2025-08-08 β€”
2025 Q1 UNCHANGED 3,446 β€” 0% 0.05% $761K 2025-05-02 β€”
2024 Q4 UNCHANGED 3,446 β€” 0% 0.04% $708K 2025-02-06 β€”
2024 Q3 UNCHANGED 3,446 β€” 0% 0.04% $619K 2024-11-08 β€”
2024 Q2 REDUCED 3,446 -98 -2.8% 0.03% $514K 2024-08-09 β€”
2024 Q1 UNCHANGED 3,544 β€” 0% 0.04% $566K 2024-05-06 β€”
2023 Q4 ADDED 3,544 +183 +5.4% 0.03% $471K 2024-01-31 β€”
71 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About GRANDFIELD & DODD, 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 GRANDFIELD & DODD, LLC reported owning FI?

GRANDFIELD & DODD, LLC reported FI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FI position in GRANDFIELD & DODD, LLC's portfolio?

The largest reported portfolio weight for FI was 0.05% in 2025 Q1.

What is the latest reported FI position on this page?

The most recent filing on this page is 2025 Q3, when GRANDFIELD & DODD, LLC reported 3,190 shares, equal to 0.02% of portfolio, with an estimated market value of $411K.

What does the chart on this FI ownership page compare?

The chart compares GRANDFIELD & DODD, 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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