CAPITAL COUNSEL LLC/NY FISV β€” FISERV INC COM

Ownership history in CAPITAL COUNSEL LLC/NY  Β·  1 quarter on record

AI Ownership Summary

CAPITAL COUNSEL LLC/NY reported FISERV INC COM (FISV) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.15% in 2025 Q3. The latest visible filing shows FISV at 0.15% 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.

What this FISV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL COUNSEL LLC/NY'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
2025 Q3

FISV was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q3

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

Time in book
Holding Window
2025 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 CAPITAL COUNSEL LLC/NY held FISV β€” position size vs. price
% of Fund (quarterly)    FISV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 29,500 β€” β€” 0.15% $3.8M 2025-11-13 $64.53

FAQ About CAPITAL COUNSEL LLC/NY and FISV

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

How long has CAPITAL COUNSEL LLC/NY reported owning FISV?

CAPITAL COUNSEL LLC/NY reported FISV across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported FISV position in CAPITAL COUNSEL LLC/NY's portfolio?

The largest reported portfolio weight for FISV was 0.15% in 2025 Q3.

What is the latest reported FISV position on this page?

The most recent filing on this page is 2025 Q3, when CAPITAL COUNSEL LLC/NY reported 29,500 shares, equal to 0.15% of portfolio, with an estimated market value of $3.8M.

What does the chart on this FISV ownership page compare?

The chart compares CAPITAL COUNSEL LLC/NY'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.

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