KLCM Advisors, Inc. FISV — Fiserv Inc. Com

Ownership history in KLCM Advisors, Inc.  ·  98 quarters on record

AI Ownership Summary

KLCM Advisors, Inc. reported Fiserv Inc. Com (FISV) in 98 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.52% in 2025 Q1. The latest visible filing shows FISV at 0.40% 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 KLCM Advisors, Inc.'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 Q1

FISV was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% 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.

FISV stock page KLCM Advisors, Inc. fund profile KLCM Advisors, Inc. full holdings
How KLCM Advisors, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 84,714 +49,974 +143.9% 0.40% $4.7M 2026-04-30 $62.65
2025 Q4 ADDED — — — 34,740 +15,797 +83.4% 0.20% $2.3M 2026-02-04 $59.72
2025 Q3 REDUCED — — — 18,943 -25 -0.1% 0.24% $2.4M 2025-11-13 $64.53
2025 Q2 REDUCED 5.7% -24.3% ✅ 18,968 -1,155 -5.7% 0.35% $3.3M 2025-08-04 $136.15
2025 Q1 UNCHANGED — — — 20,123 — 0% 0.52% $4.4M 2025-05-13 $191.00
2024 Q4 REDUCED — — — 20,123 -120 -0.6% 0.48% $4.1M 2025-01-31 $216.04
2024 Q3 ADDED — — — 20,243 +1,020 +5.3% 0.43% $3.6M 2024-11-07 $208.87
2024 Q2 UNCHANGED — — — 19,223 — 0% 0.35% $2.9M 2024-08-14 $164.03
2024 Q1 REDUCED — — — 19,223 -13 -0.1% 0.39% $3.1M 2024-05-16 $152.84
2023 Q4 REDUCED — — — 19,236 -6 -0.0% 0.39% $2.6M 2024-01-31 $141.87
88 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

JANA Partners Management, LP 15.41% Corus Family Wealth Advisors 3Y 12.57% Courant Investment Management LLC 3Y 7Y 10.35% PITTENGER & ANDERSON INC 3Y 7Y 6.39% TLS Advisors LLC 3Y 6.36% Quaker Capital Investments, LLC 3Y 7Y 5.76% Two Point Capital Management, Inc. 3Y 5.68% Redwood Grove Capital, LLC 3Y 4.64% Sovereign's Capital Management, LLC 4.29% America First Investment Advisors, LLC 3Y 7Y 4.17%

FAQ About KLCM Advisors, 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 KLCM Advisors, Inc. reported owning FISV?

KLCM Advisors, Inc. reported FISV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FISV position in KLCM Advisors, Inc.'s portfolio?

The largest reported portfolio weight for FISV was 0.52% in 2025 Q1.

What is the latest reported FISV position on this page?

The most recent filing on this page is 2026 Q1, when KLCM Advisors, Inc. reported 84,714 shares, equal to 0.40% of portfolio, with an estimated market value of $4.7M.

What does the chart on this FISV ownership page compare?

The chart compares KLCM Advisors, 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 KLCM Advisors, Inc. time their FISV position?

Based on 13F filing dates vs. subsequent FISV price moves, KLCM Advisors, Inc. correctly timed 33 out of 60 reported position changes (55%).

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