Private Capital Advisors’s Fiserv FI Stock Holding History

Private Capital Advisors’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.11M	Hold	12,250	–	–	0.26%	34
2025 Q1	$2.71M	Hold	12,250	–	–	0.32%	31
2024 Q4	$2.52M	Hold	12,250	–	–	0.3%	30
2024 Q3	$2.2M	Hold	12,250	–	–	0.24%	36
2024 Q2	$1.83M	Hold	12,250	–	–	0.2%	38
2024 Q1	$1.96M	Hold	12,250	–	–	0.24%	37
2023 Q4	$1.63M	Hold	12,250	–	–	0.25%	38
2023 Q3	$1.39M	Hold	12,250	–	–	0.21%	39
2023 Q2	$1.55M	Hold	12,250	–	–	0.25%	35
2023 Q1	$1.39M	Hold	12,250	–	–	0.26%	36
2022 Q4	$1.24M	Hold	12,250	–	–	0.21%	35
2022 Q3	$1.15M	Hold	12,250	–	–	0.2%	39
2022 Q2	$1.09M	Hold	12,250	–	–	0.18%	43
2022 Q1	$1.24M	Hold	12,250	–	–	0.18%	53
2021 Q4	$1.27M	Hold	12,250	–	–	0.2%	41
2021 Q3	$1.33M	Hold	12,250	–	–	0.22%	44
2021 Q2	$1.31M	Buy	12,250 +50	+0.4%	+$5.34K	0.22%	44
2021 Q1	$1.45M	Hold	12,200	–	–	0.27%	45
2020 Q4	$1.39M	Hold	12,200	–	–	0.28%	43
2020 Q3	$1.26M	Hold	12,200	–	–	0.29%	44
2020 Q2	$1.19M	Hold	12,200	–	–	0.31%	39
2020 Q1	$1.16M	Hold	12,200	–	–	0.37%	39
2019 Q4	$1.41M	Hold	12,200	–	–	0.35%	42
2019 Q3	$1.26M	Hold	12,200	–	–	0.35%	44
2019 Q2	$1.11M	Hold	12,200	–	–	0.31%	50
2019 Q1	$1.08M	Hold	12,200	–	–	0.33%	48
2018 Q4	$897K	Hold	12,200	–	–	0.32%	48
2018 Q3	$1.01M	Hold	12,200	–	–	0.28%	55
2018 Q2	$904K	Hold	12,200	–	–	0.28%	52
2018 Q1	$870K	Hold	12,200	–	–	0.29%	52
2017 Q4	$800K	Hold	12,200	–	–	0.28%	59
2017 Q3	$787K	Hold	12,200	–	–	0.27%	62
2017 Q2	$746K	Hold	12,200	–	–	0.24%	77
2017 Q1	$703K	Hold	12,200	–	–	0.23%	78
2016 Q4	$648K	Hold	12,200	–	–	0.22%	77
2016 Q3	$607K	Hold	12,200	–	–	0.22%	75
2016 Q2	$663K	Hold	12,200	–	–	0.25%	71
2016 Q1	$626K	Hold	12,200	–	–	0.28%	72
2015 Q4	$558K	Hold	12,200	–	–	0.24%	76
2015 Q3	$528K	Hold	12,200	–	–	0.22%	85
2015 Q2	$505K	Hold	12,200	–	–	0.16%	102
2015 Q1	$484K	Hold	12,200	–	–	0.18%	90
2014 Q4	$433K	Hold	12,200	–	–	0.16%	88
2014 Q3	$394K	Hold	12,200	–	–	0.13%	99
2014 Q2	$368K	Hold	12,200	–	–	0.12%	94
2014 Q1	$346K	Hold	12,200	–	–	0.13%	86
2013 Q4	$360K	Hold	12,200	–	–	0.12%	89
2013 Q3	$308K	Hold	12,200	–	–	0.11%	96
2013 Q2	$267K	Buy	+12,200	New	+$267K	0.1%	100