Private Capital Advisors, Inc. FISV FISERV INC WISC PV 1CT COM

Ownership history in Private Capital Advisors, Inc.  ·  55 quarters on record

AI Ownership Summary

Private Capital Advisors, Inc. reported FISERV INC WISC PV 1CT COM (FISV) in 55 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.32% in 2025 Q1. The latest visible filing shows FISV at 0.10% 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 Private Capital Advisors, Inc.'s position in FISERV INC WISC PV 1CT 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 Q3

FISV was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% 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 2025 Q3

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 Private Capital 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 40.8% -47.8% 7,250 -5,000 -40.8% 0.10% $935K 2025-11-12 $64.26
2025 Q2 UNCHANGED 12,250 0% 0.26% $2.1M 2025-07-30 $140.85
2025 Q1 UNCHANGED 12,250 0% 0.32% $2.7M 2025-05-02 $184.37
2024 Q4 UNCHANGED 12,250 0% 0.30% $2.5M 2025-01-21 $208.98
2024 Q3 UNCHANGED 12,250 0% 0.24% $2.2M 2024-11-04 $200.82
2024 Q2 UNCHANGED 12,250 0% 0.20% $1.8M 2024-08-02 $158.92
2024 Q1 UNCHANGED 12,250 0% 0.24% $2.0M 2024-04-29 $154.32
2023 Q4 UNCHANGED 12,250 0% 0.25% $1.6M 2024-02-13 $143.58
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Private Capital 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 Private Capital Advisors, Inc. reported owning FISV?

Private Capital Advisors, Inc. reported FISV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for FISV was 0.32% in 2025 Q1.

What is the latest reported FISV position on this page?

The most recent filing on this page is 2025 Q3, when Private Capital Advisors, Inc. reported 7,250 shares, equal to 0.10% of portfolio, with an estimated market value of $935K.

What does the chart on this FISV ownership page compare?

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

Based on 13F filing dates vs. subsequent FISV price moves, Private Capital Advisors, Inc. correctly timed 9 out of 10 reported position changes (90%). The annualised alpha on FISV relative to SPY over the holding period was -3.6%.

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