FI FISERV INC

Ownership history in Optas, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Optas, LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.22% (2023 Q2)
Avg. % of fund
0.15%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,732 +3,346 +98.8% 0.15% $868K
2025 Q2 ADDED 3,386 +104 +3.2% 0.11% $584K
2025 Q1 ADDED 3,282 +40 +1.2% 0.13% $725K
2024 Q4 ADDED 3,242 +26 +0.8% 0.14% $666K
2024 Q3 ADDED 3,216 +54 +1.7% 0.13% $578K
2024 Q2 ADDED 3,162 +49 +1.6% 0.12% $471K
2024 Q1 ADDED 3,113 +44 +1.4% 0.14% $498K
2023 Q4 REDUCED 3,069 -58 -1.9% 0.12% $408K
2023 Q3 REDUCED 3,127 -2,142 -40.7% 0.12% $353K
2023 Q2 ADDED 5,269 +28 +0.5% 0.22% $665K
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% of Fund (quarterly)
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