Marble Harbor Investment Counsel, LLC FISV Fiserv Inc Common

Ownership history in Marble Harbor Investment Counsel, LLC  ·  78 quarters on record

AI Ownership Summary

Marble Harbor Investment Counsel, LLC reported Fiserv Inc Common (FISV) in 78 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 4.29% in 2025 Q1. The latest visible filing shows FISV at 1.53% 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 Marble Harbor Investment Counsel, LLC's position in Fiserv Inc Common, 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 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.29% 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 Q1 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 Marble Harbor Investment Counsel, LLC 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 Q1 ADDED 253,721 +1,733 +0.7% 1.53% $14.2M 2026-05-08 $55.48
2025 Q4 ADDED 251,988 +83,118 +49.2% 1.81% $16.9M 2026-02-06 $60.00
2025 Q3 REDUCED 168,870 -3,396 -2.0% 2.28% $21.8M 2025-11-07 $63.70
2025 Q2 REDUCED 172,266 -471 -0.3% 3.24% $29.7M 2025-08-08 $133.24
2025 Q1 REDUCED 172,737 -6,966 -3.9% 4.29% $38.1M 2025-05-09 $184.07
2024 Q4 REDUCED 179,703 -754 -0.4% 4.07% $36.9M 2025-02-07 $230.06
2024 Q3 REDUCED 180,457 -872 -0.5% 3.55% $32.4M 2024-11-08 $210.70
2024 Q2 REDUCED 181,329 -1,665 -0.9% 3.18% $27.0M 2024-08-09 $161.59
2024 Q1 REDUCED 182,994 -2,625 -1.4% 3.37% $29.2M 2024-05-10 $154.22
69 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Marble Harbor Investment Counsel, LLC and FISV

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

How long has Marble Harbor Investment Counsel, LLC reported owning FISV?

Marble Harbor Investment Counsel, LLC reported FISV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FISV position in Marble Harbor Investment Counsel, LLC's portfolio?

The largest reported portfolio weight for FISV was 4.29% in 2025 Q1.

What is the latest reported FISV position on this page?

The most recent filing on this page is 2026 Q1, when Marble Harbor Investment Counsel, LLC reported 253,721 shares, equal to 1.53% of portfolio, with an estimated market value of $14.2M.

What does the chart on this FISV ownership page compare?

The chart compares Marble Harbor Investment Counsel, LLC'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 Marble Harbor Investment Counsel, LLC time their FISV position?

Based on 13F filing dates vs. subsequent FISV price moves, Marble Harbor Investment Counsel, LLC correctly timed 30 out of 77 reported position changes (39%). The annualised alpha on FISV relative to SPY over the holding period was +32.1%.

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