FISV FiservInc

Ownership history in JACOBS & CO/CA  ·  56 quarters on record

AI Ownership Summary

JACOBS & CO/CA reported FiservInc (FISV) in 56 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.0% in 2025 Q1. The latest visible filing shows FISV at 0.29% 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 JACOBS & CO/CA's position in FiservInc, 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 Q1

FISV was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% 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
2023 Q4 to 2026 Q1

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 JACOBS & CO/CA held FISV — position size vs. price
% of Fund (quarterly)    FISV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 53,240 -11,351 -17.6% 0.29% $3K 2026-04-07 $55.32
2025 Q4 ADDED 64,591 +893 +1.4% 0.41% $4.3M 2026-01-05 $66.99
2025 Q3 ADDED 63,698 +9,705 +18.0% 0.79% $8.2M 2025-10-01 $126.09
2025 Q2 ADDED 53,993 +11,322 +26.5% 0.92% $9.3M 2025-07-02 $172.45
2025 Q1 REDUCED 42,671 -1,040 -2.4% 1.00% $9.4M 2025-04-03 $216.90
2024 Q4 REDUCED 43,711 -2,553 -5.5% 0.91% $9.0M 2025-01-10 $200.51
2024 Q3 REDUCED 46,264 -2,480 -5.1% 0.83% $8.3M 2024-10-01 $181.31
2024 Q2 REDUCED 48,744 -1,485 -3.0% 0.76% $7.3M 2024-07-12 $153.20
2024 Q1 REDUCED 50,229 -745 -1.5% 0.85% $8.0M 2024-04-12 $151.20
2023 Q4 REDUCED 50,974 -30 -0.1% 0.77% $6.8M 2024-01-18 $137.81
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JACOBS & CO/CA and FISV

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

How long has JACOBS & CO/CA reported owning FISV?

JACOBS & CO/CA reported FISV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FISV position in JACOBS & CO/CA's portfolio?

The largest reported portfolio weight for FISV was 1.00% in 2025 Q1.

What is the latest reported FISV position on this page?

The most recent filing on this page is 2026 Q1, when JACOBS & CO/CA reported 53,240 shares, equal to 0.29% of portfolio, with an estimated market value of $3K.

What does the chart on this FISV ownership page compare?

The chart compares JACOBS & CO/CA'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.

← Back to JACOBS & CO/CA Holdings