Ownership history in Stonebrook Private Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Stonebrook Private Inc. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 5,447 | -515 | -8.6% | 0.15% | $702K | — |
| 2025 Q2 | REDUCED | 5,962 | -126 | -2.1% | 0.24% | $1.0M | — |
| 2025 Q1 | REDUCED | 6,088 | -3 | -0.0% | 0.35% | $1.3M | — |
| 2024 Q4 | ADDED | 6,091 | +23 | +0.4% | 0.33% | $1.3M | — |
| 2024 Q3 | ADDED | 6,068 | +112 | +1.9% | 0.29% | $1.1M | — |
| 2024 Q2 | REDUCED | 5,956 | -55 | -0.9% | 0.26% | $888K | — |
| 2024 Q1 | ADDED | 6,011 | +354 | +6.3% | 0.28% | $961K | — |
| 2023 Q4 | INITIATED | 5,657 | — | — | 0.25% | $751K | — |
As of 2025 Q4 — sorted by position size