FI β€” FISERV INC

Ownership history in Yarbrough Capital, LLC  Β·  16 quarters on record

AI Ownership Summary

Yarbrough Capital, LLC reported FISERV INC (FI) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.09% in 2023 Q4. The latest visible filing shows FI at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yarbrough Capital, LLC'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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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 Yarbrough Capital, LLC held FI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 6,499 β€” 0% 0.03% $838K 2025-10-20 β€”
2025 Q2 UNCHANGED 6,499 β€” 0% 0.04% $1.1M 2025-07-15 β€”
2025 Q1 REDUCED 6,499 -3,257 -33.4% 0.06% $1.4M 2025-04-14 β€”
2024 Q4 UNCHANGED 9,756 β€” 0% 0.08% $2.0M 2025-01-15 β€”
2024 Q3 REDUCED 9,756 -3,204 -24.7% 0.07% $1.8M 2024-10-15 β€”
2024 Q2 UNCHANGED 12,960 β€” 0% 0.08% $1.9M 2024-07-17 β€”
2024 Q1 UNCHANGED 12,960 β€” 0% 0.09% $2.1M 2024-04-10 β€”
2023 Q4 ADDED 12,960 +2,904 +28.9% 0.09% $1.7M 2024-01-12 β€”
2023 Q3 UNCHANGED 10,056 β€” 0% 0.07% $1.1M 2023-10-12 β€”
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Yarbrough Capital, LLC and FI

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

How long has Yarbrough Capital, LLC reported owning FI?

Yarbrough Capital, LLC reported FI across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported FI position in Yarbrough Capital, LLC's portfolio?

The largest reported portfolio weight for FI was 0.09% in 2023 Q4.

What is the latest reported FI position on this page?

The most recent filing on this page is 2025 Q3, when Yarbrough Capital, LLC reported 6,499 shares, equal to 0.03% of portfolio, with an estimated market value of $838K.

What does the chart on this FI ownership page compare?

The chart compares Yarbrough Capital, LLC'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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