FI β€” FISERV INC

Ownership history in Keystone Financial Services  Β·  14 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Services 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.2% (2023 Q2)
πŸ“Š Avg. % of fund
0.15%
πŸ“… First filed
2022 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
14
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,974 +46 +2.4% 0.08% $255K β€”
2025 Q2 ADDED 1,928 +191 +11.0% 0.11% $332K β€”
2025 Q1 REDUCED 1,737 -180 -9.4% 0.15% $384K β€”
2024 Q4 REDUCED 1,917 -106 -5.2% 0.15% $394K β€”
2024 Q3 ADDED 2,023 +44 +2.2% 0.14% $363K β€”
2024 Q2 ADDED 1,979 +80 +4.2% 0.12% $295K β€”
2024 Q1 REDUCED 1,899 -42 -2.2% 0.13% $303K β€”
2023 Q4 REDUCED 1,941 -3 -0.2% 0.12% $258K β€”
2023 Q3 REDUCED 1,944 -1,150 -37.2% 0.12% $220K β€”
2023 Q2 REDUCED 3,094 -96 -3.0% 0.20% $390K β€”
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🏒 Other funds also holding FI

As of 2025 Q4 β€” sorted by position size

Corus Family Wealth Advisors 3Y 14.94% Courant Investment Management LLC 3Y 7Y 11.54% JANA Partners Management, LP 7.85% PITTENGER & ANDERSON INC 3Y 7Y 7.44% America First Investment Advisors, LLC 3Y 7Y 4.56% HARBER ASSET MANAGEMENT LLC 3Y 7Y 4.45% Aryeh Capital Management Ltd. 3Y 4.43% Redwood Grove Capital, LLC 3Y 3.64% Danica Pension, Livsforsikringsaktieselskab 3.41% Warther Private Wealth, LLC 3Y 3.31%
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