America First Investment Advisors, LLC FISV Fiserv Inc COM

Ownership history in America First Investment Advisors, LLC  ·  23 quarters on record

AI Ownership Summary

America First Investment Advisors, LLC reported Fiserv Inc COM (FISV) in 23 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 4.56% in 2025 Q4. The latest visible filing shows FISV at 3.73% 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 FISV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was America First Investment Advisors, LLC's position in Fiserv Inc COM, 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
2026 Q2

FISV was reported at 3.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.56% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 America First Investment Advisors, LLC held FISV — position size vs. price
% of Fund (quarterly)    FISV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 409,492 +8,102 +2.0% 3.73% $20.1M 2026-08-05 $54.11
2026 Q1 ADDED 401,390 +28,411 +7.6% 4.17% $22.4M 2026-05-08 $55.48
2025 Q4 ADDED 372,979 +372,969 +3729690.0% 4.56% $25.1M 2026-02-09 $60.14
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About America First Investment Advisors, LLC and FISV

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

How long has America First Investment Advisors, LLC reported owning FISV?

America First Investment Advisors, LLC reported FISV across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported FISV position in America First Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for FISV was 4.56% in 2025 Q4.

What is the latest reported FISV position on this page?

The most recent filing on this page is 2026 Q2, when America First Investment Advisors, LLC reported 409,492 shares, equal to 3.73% of portfolio, with an estimated market value of $20.1M.

What does the chart on this FISV ownership page compare?

The chart compares America First Investment Advisors, LLC's quarterly FISV 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.

How well did America First Investment Advisors, LLC time their FISV position?

Based on 13F filing dates vs. subsequent FISV price moves, America First Investment Advisors, LLC correctly timed 6 out of 16 reported position changes (38%). The annualised alpha on FISV relative to SPY over the holding period was -0.9%.

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