Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
Holdings Activity Buys Sells    History
Holding/activity history for  Fiserv Inc. (FISV)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.82 SEC
2025   Q3 45,561 0.82 Reduce 1.90% 0.02 $128.93 $5,874,180 SEC
2025   Q2 46,443 1.16 Reduce 61.01% 2.39 $172.41 $8,007,238 SEC
2025   Q1 119,130 3.92 Reduce 5.06% 0.19 $220.83 $26,307,478 SEC
2024   Q4 125,485 3.70 Reduce 17.14% 0.65 $205.42 $25,777,129 SEC
2024   Q3 151,450 3.81 Add 0.07% <0.01 $179.65 $27,207,993 SEC
2024   Q2 151,341 3.37 Reduce 0.07% <0.01 $149.04 $22,555,863 SEC
2024   Q1 151,451 3.62 Reduce 0.61% 0.02 $159.82 $24,204,899 SEC
2023   Q4 152,378 3.27 Add 0.35% 0.01 $132.84 $20,241,894 SEC
2023   Q3 151,850 3.03 Reduce 1.40% 0.05 $112.96 $17,152,976 SEC
2023   Q2 154,008 3.36 Reduce 0.56% 0.02 $126.15 $19,428,109 SEC
2023   Q1 154,868 3.14 Reduce 0.14% <0.01 $113.03 $17,504,730 SEC
2022   Q4 155,083 2.82 Add 177.45% 1.80 $101.07 $15,674,239 SEC
2022   Q3 55,896 1.04 Reduce 71.98% 2.45 $93.57 $5,230,000 SEC
2022   Q2 199,453 3.40 Reduce 5.86% 0.20 $88.97 $17,745,000 SEC
2022   Q1 211,860 3.46 Add 3.84% 0.13 $101.40 $21,483,000 SEC
2021   Q4 204,032 3.14 Reduce 0.36% 0.01 $103.79 $21,176,000 SEC
2021   Q3 204,766 3.40 Add 25.63% 0.69 $108.50 $22,217,000 SEC
2021   Q2 162,997 2.56 Add 185.03% 1.66 $106.89 $17,423,000 SEC
2021   Q1 57,185 1.06 Add 1.21% 0.01 $119.03 $6,807,000 SEC
2020   Q4 56,504 1.06 Reduce 4.50% 0.05 $113.87 $6,434,000 SEC
2020   Q3 59,164 1.12 Add 1.24% 0.01 $103.05 $6,097,000 SEC
2020   Q2 58,437 1.07 Add 1.80% 0.02 $97.63 $5,705,000 SEC
2020   Q1 57,404 1.20 Add 1.68% 0.02 $94.99 $5,453,000 SEC
2019   Q4 56,455 1.12 Reduce 74.96% 1.90 $115.63 $6,528,000 SEC
2019   Q3 225,477 2.54 Reduce 5.80% 0.13 $103.59 $23,357,000 SEC
2019   Q2 239,350 2.27 Reduce 2.74% 0.06 $91.16 $21,819,000 SEC
2019   Q1 246,102 2.32 Reduce 12.05% 0.30 $88.28 $21,726,000 SEC
2018   Q4 279,831 2.47 Reduce 3.90% 0.09 $73.49 $20,565,000 SEC
2018   Q3 291,195 2.42 Reduce 2.71% 0.06 $82.38 $23,989,000 SEC
2018   Q2 299,294 2.35 Reduce 7.29% 0.18 $74.09 $22,175,000 SEC
2018   Q1 322,819 2.42 Add 89.45% 1.14 $71.31 $23,020,000 SEC
2017   Q4 170,395 2.23 Reduce 4.76% 0.11 $131.13 $22,344,000 SEC
2017   Q3 178,911 2.31 Reduce 0.90% 0.02 $128.96 $23,072,000 SEC
2017   Q2 180,530 2.33 Reduce 8.28% 0.20 $122.34 $22,086,000 SEC
2017   Q1 196,835 2.38 Reduce 5.67% 0.13 $115.31 $22,697,000 SEC
2016   Q4 208,662 2.36 Reduce 9.79% 0.25 $106.28 $22,177,000 SEC
2016   Q3 231,316 2.53 Reduce 45.08% 1.57 $99.47 $23,009,000 SEC
2016   Q2 421,196 3.48 Reduce 42.61% 1.67 $108.73 $45,797,000 SEC
2016   Q1 733,894 3.93 Add 40.22% 1.13 $102.58 $75,283,000 SEC
2015   Q4 523,395 3.55 Reduce 8.47% 0.31 $91.46 $47,870,000 SEC
2015   Q3 571,840 3.64 Reduce 13.78% 0.49 $86.61 $49,527,000 SEC
2015   Q2 663,205 3.57 Add 35.30% 0.93 $82.83 $54,933,000 SEC
2015   Q1 490,173 4.56 Reduce 3.05% 0.09 $79.40 $38,920,000 SEC
2014   Q4 505,588 3.05 Add 4.66% 0.14 $70.97 $35,882,000 SEC
2014   Q3 483,063 2.90 Add 17.89% 0.44 $64.64 $31,223,000 SEC
2014   Q2 409,773 2.57 Add 160.17% 1.58 $60.32 $24,718,000 SEC
2014   Q1 157,501 1.57 Add 75.82% 0.68 $56.69 $8,929,000 SEC
2013   Q4 89,581 1.16 Add 96.59% 0.57 $59.05 $5,290,000 SEC
2013   Q3 45,568 1.05 Add 0.11% <0.01 $101.06 $4,605,000 SEC
2013   Q2 45,520 0.92 Reduce 1.44% 0.01 $87.41 $3,979,000 SEC
2013   Q1 46,185 0.94 Reduce 0.02% <0.01 $87.86 $4,058,000 SEC
2012   Q4 46,196 0.90 Add 5.24% 0.04 $79.03 $3,651,000 SEC
2012   Q3 43,896 0.75 Add 11.71% 0.08 $74.04 $3,250,000 SEC
2012   Q2 39,296 0.67 Add 0.10% <0.01 $72.22 $2,838,000 SEC
2012   Q1 39,256 0.63 Add 8.67% 0.05 $69.39 $2,724,000 SEC
2011   Q4 36,124 0.53 Add 0.61% <0.01 $58.74 $2,122,000 SEC
2011   Q3 35,905 0.51 Add 2.18% 0.01 $50.77 $1,823,000 SEC
2011   Q2 35,140 0.52 Reduce 2.47% 0.01 $62.64 $2,201,000 SEC
2011   Q1 36,030 0.50 Add 0.64% <0.01 $62.73 $2,260,000 SEC
2010   Q4 35,800 0.48 Reduce 15.45% 0.09 $58,560.00 $2,096,448,000 SEC
2010   Q3 42,340 0.55 Buy 0.55 $53,820.00 $2,278,739,000 SEC