FI β€” FISERV INC

Ownership history in MITCHELL SINKLER & STARR/PA  Β·  6 quarters on record

AI Ownership Summary

MITCHELL SINKLER & STARR/PA reported FISERV INC (FI) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.15% in 2025 Q2. The latest visible filing shows FI at 0.13% 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.

What this FI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL SINKLER & STARR/PA'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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% 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 Q2 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 MITCHELL SINKLER & STARR/PA held FI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,297 +498 +27.7% 0.13% $296K 2025-11-04 β€”
2025 Q2 ADDED 1,799 +262 +17.0% 0.15% $310K 2025-07-25 β€”
2025 Q1 REDUCED 1,537 -230 -13.0% 0.10% $339K 2025-05-07 β€”
2024 Q4 UNCHANGED 1,767 β€” 0% 0.10% $363K 2025-02-12 β€”
2024 Q3 UNCHANGED 1,767 β€” 0% 0.08% $317K 2024-11-13 β€”
2024 Q2 INITIATED 1,767 β€” β€” 0.07% $279K 2024-08-07 β€”

FAQ About MITCHELL SINKLER & STARR/PA and FI

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

How long has MITCHELL SINKLER & STARR/PA reported owning FI?

MITCHELL SINKLER & STARR/PA reported FI across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported FI position in MITCHELL SINKLER & STARR/PA's portfolio?

The largest reported portfolio weight for FI was 0.15% in 2025 Q2.

What is the latest reported FI position on this page?

The most recent filing on this page is 2025 Q3, when MITCHELL SINKLER & STARR/PA reported 2,297 shares, equal to 0.13% of portfolio, with an estimated market value of $296K.

What does the chart on this FI ownership page compare?

The chart compares MITCHELL SINKLER & STARR/PA'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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