Capital Investment Services of America, Inc. FISV — FISERV com

Ownership history in Capital Investment Services of America, Inc.  ·  106 quarters on record

AI Ownership Summary

Capital Investment Services of America, Inc. reported FISERV com (FISV) in 106 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 5.29% in 2025 Q1. The latest visible filing shows FISV at 0.30% 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 Capital Investment Services of America, Inc.'s position in FISERV 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 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.29% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 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 Capital Investment Services of America, Inc. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 45.6% -6.2% ✅ 62,380 -52,346 -45.6% 0.30% $3.1M 2026-07-22 $50.22
2026 Q1 REDUCED 42.8% -12.5% ✅ 114,726 -86,000 -42.8% 0.67% $6.4M 2026-04-27 $61.27
2025 Q4 REDUCED 16.1% -16.9% ✅ 200,726 -38,460 -16.1% 1.27% $13.5M 2026-01-29 $63.43
2025 Q3 ADDED — — — 239,186 +2,247 +0.9% 2.74% $30.8M 2025-11-03 $65.14
2025 Q2 ADDED — — — 236,939 +364 +0.2% 3.74% $40.9M 2025-07-30 $140.85
2025 Q1 REDUCED — — — 236,575 -3,449 -1.4% 5.29% $52.2M 2025-04-16 $210.11
2024 Q4 REDUCED — — — 240,024 -6,250 -2.5% 4.70% $49.3M 2025-01-27 $213.13
2024 Q3 REDUCED — — — 246,274 -12,687 -4.9% 4.22% $44.2M 2024-10-30 $199.81
2024 Q2 REDUCED — — — 258,961 -6,907 -2.6% 3.72% $38.6M 2024-07-19 $156.04
97 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Capital Investment Services of America, Inc. 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 Investment Services of America, Inc. reported owning FISV?

Capital Investment Services of America, Inc. reported FISV across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported FISV position in Capital Investment Services of America, Inc.'s portfolio?

The largest reported portfolio weight for FISV was 5.29% in 2025 Q1.

What is the latest reported FISV position on this page?

The most recent filing on this page is 2026 Q2, when Capital Investment Services of America, Inc. reported 62,380 shares, equal to 0.30% of portfolio, with an estimated market value of $3.1M.

What does the chart on this FISV ownership page compare?

The chart compares Capital Investment Services of America, Inc.'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 Capital Investment Services of America, Inc. time their FISV position?

Based on 13F filing dates vs. subsequent FISV price moves, Capital Investment Services of America, Inc. correctly timed 40 out of 103 reported position changes (39%). The annualised alpha on FISV relative to SPY over the holding period was +6.9%.

← Back to Capital Investment Services of America, Inc. Holdings