SEC 13F Intelligence

Carmel Capital Management L.L.C. / FISV

Carmel Capital Management L.L.C.’s Fiserv Inc Position

Does Carmel Capital Management L.L.C. own Fiserv Inc (FISV)? Not currently — the last reported position was 46.4K shares worth $6M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q3 2025
Shares
46.4K
% of Portfolio
+1.82%
Quarters Held
16
position exited

Position History FISV

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ2 ’24Q3 ’24: $7MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $8MQ2 ’25Q3 ’25: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202546.4K$6M+1.82%
Q2 202546.9K$8M+2.72%
Q1 202546.6K$10M+4.18%
Q4 202446.6K$10M+3.62%
Q3 202437.2K$7M+2.51%
Q2 202437.5K$6M+2.18%
Q1 202437.5K$6M+2.46%
Q4 202337.2K$5M+2.37%
Q3 202322.7K$3M+1.45%
Q2 202323.3K$3M+1.53%
Q1 202323.0K$3M+1.49%
Q4 202222.7K$2M+1.42%
Q3 202222.3K$2M+1.36%
Q2 202220.2K$2M+1.11%
Q1 202217.8K$2M+0.94%
Q4 202117.8K$2M+0.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carmel Capital Management L.L.C.’s full portfolio or all institutional holders of FISV.