GRAYBILL WEALTH MANAGEMENT, LTD. FISV — Fiserv Incorporated COM

Ownership history in GRAYBILL WEALTH MANAGEMENT, LTD.  ·  55 quarters on record

AI Ownership Summary

GRAYBILL WEALTH MANAGEMENT, LTD. reported Fiserv Incorporated COM (FISV) in 55 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.56% in 2024 Q3. The latest visible filing shows FISV at 0.72% 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 GRAYBILL WEALTH MANAGEMENT, LTD.'s position in Fiserv Incorporated 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 Q4

FISV was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

FISV stock page GRAYBILL WEALTH MANAGEMENT, LTD. fund profile GRAYBILL WEALTH MANAGEMENT, LTD. full holdings
How GRAYBILL WEALTH MANAGEMENT, LTD. 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 36,424 +15 +0.0% 0.72% $2.4M 2026-02-14 (Est.) $59.36
2025 Q3 ADDED — — — 36,409 +1,649 +4.7% 1.44% $4.7M 2025-11-24 $60.67
2025 Q2 ADDED — — — 34,760 +1,632 +4.9% 1.96% $6.0M 2025-07-31 $138.94
2025 Q1 REDUCED 13.8% -21.9% ✅ 33,128 -5,313 -13.8% 2.51% $7.3M 2025-05-02 $184.37
2024 Q3 REDUCED — — — 38,441 -652 -1.7% 2.56% $6.9M 2024-10-21 $197.17
2024 Q2 ADDED — — — 39,093 +1,256 +3.3% 2.36% $5.8M 2024-07-22 $158.63
2024 Q1 ADDED — — — 37,837 +20 +0.1% 2.55% $6.0M 2024-04-15 $148.19
2023 Q4 REDUCED — — — 37,817 -560 -1.5% 2.22% $5.0M 2024-02-08 $143.55
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FISV

As of 2026 Q1 — sorted by position size

Corus Family Wealth Advisors 3Y 12.57% Courant Investment Management LLC 3Y 7Y 10.35% PITTENGER & ANDERSON INC 3Y 7Y 6.39% Two Point Capital Management, Inc. 3Y 5.68% America First Investment Advisors, LLC 3Y 7Y 4.17% COLRAIN CAPITAL LLC 3Y 7Y 4.14% BROOKTREE CAPITAL MANAGEMENT 3Y 2.97% Poehling Capital Management, INC. 3Y 7Y 2.64% Triad Investment Management 3Y 7Y 2.51% Legal Advantage Investments, Inc. 3Y 2.42%

FAQ About GRAYBILL WEALTH MANAGEMENT, LTD. and FISV

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

How long has GRAYBILL WEALTH MANAGEMENT, LTD. reported owning FISV?

GRAYBILL WEALTH MANAGEMENT, LTD. reported FISV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FISV position in GRAYBILL WEALTH MANAGEMENT, LTD.'s portfolio?

The largest reported portfolio weight for FISV was 2.56% in 2024 Q3.

What is the latest reported FISV position on this page?

The most recent filing on this page is 2025 Q4, when GRAYBILL WEALTH MANAGEMENT, LTD. reported 36,424 shares, equal to 0.72% of portfolio, with an estimated market value of $2.4M.

What does the chart on this FISV ownership page compare?

The chart compares GRAYBILL WEALTH MANAGEMENT, LTD.'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 GRAYBILL WEALTH MANAGEMENT, LTD. time their FISV position?

Based on 13F filing dates vs. subsequent FISV price moves, GRAYBILL WEALTH MANAGEMENT, LTD. correctly timed 20 out of 53 reported position changes (38%). The annualised alpha on FISV relative to SPY over the holding period was -3.3%.

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