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Jefferies Group’s FI Holdings & Trades

First Buy
Q4 2022
Duration Held
11 Quarters
Largest Add
Q2 2023
+12,641 Shares
Current Position
11,882 Shares
$798,114 Value

Jefferies Group's FI Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 11,882 shares of Fiserv, Inc. (FI) worth $798,114, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 11 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in FI, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 12,641 shares. Largest reduction occurred in Q1 2024, reducing 15,314 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Fiserv (FI) Holding Value Over Time

Track share changes against reported price movement

Quarterly Fiserv (FI) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +5,579 Add 88.51% 11,882 $67.17
Q3 2025 -6,736 Reduce 51.66% 6,303 $128.93
Q2 2025 +9,287 Add 247.52% 13,039 $172.41
Q1 2025 +3,752 New Buy 3,752 $220.83
Q2 2024 -10,527 Sold Out 0 $0.00
Q1 2024 -15,314 Reduce 59.26% 10,527 $159.82
Q4 2023 +118 Add 0.46% 25,841 $132.84
Q3 2023 +4,596 Add 21.75% 25,723 $112.96
Q2 2023 +12,641 Add 148.96% 21,127 $126.15
Q1 2023 -2,387 Reduce 21.95% 8,486 $113.03
Q4 2022 +10,873 New Buy 10,873 $101.07

Jefferies Group's Fiserv Investment FAQs

Jefferies Group first purchased Fiserv, Inc. (FI) in Q4 2022, acquiring 10,873 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Fiserv, Inc. (FI) for 11 quarters since Q4 2022.

Jefferies Group's largest addition to Fiserv, Inc. (FI) was in Q2 2023, adding 21,127 shares worth $2.67 M.

According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 11,882 shares of Fiserv, Inc. (FI), valued at approximately $798,114.

As of the Q4 2025 filing, Fiserv, Inc. (FI) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Fiserv, Inc. (FI) was 25,841 shares, as reported at the end of Q4 2023.