Ownership history in SUMMITRY LLC · 67 quarters on record
This page tracks every 13F SEC filing in which SUMMITRY LLC reported a position in FISERV INC COM (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 Q4 | REDUCED | 776,201 | -92,347 | -10.6% | 2.17% | $52.1M | — |
| 2025 Q3 | ADDED | 868,548 | +329,219 | +61.0% | 4.73% | $112.0M | — |
| 2025 Q2 | ADDED | 539,329 | +47,651 | +9.7% | 4.21% | $93.0M | — |
| 2025 Q1 | REDUCED | 491,678 | -27,485 | -5.3% | 5.49% | $108.6M | — |
As of 2025 Q4 — sorted by position size