Jefferies Group's FI Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 6,303 shares of Fiserv, Inc. (FI) worth $812,646, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +10,873 | New Buy | 10,873 | $101.07 |
| Q1 2023 | -2,387 | Reduce 21.95% | 8,486 | $113.03 |
| Q2 2023 | +12,641 | Add 148.96% | 21,127 | $126.15 |
| Q3 2023 | +4,596 | Add 21.75% | 25,723 | $112.96 |
| Q4 2023 | +118 | Add 0.46% | 25,841 | $132.84 |
| Q1 2024 | -15,314 | Reduce 59.26% | 10,527 | $159.82 |
| Q2 2024 | -10,527 | Sold Out | 10,527 | $0.00 |
| Q1 2025 | +3,752 | New Buy | 3,752 | $220.83 |
| Q2 2025 | +9,287 | Add 247.52% | 13,039 | $172.41 |
| Q3 2025 | -6,736 | Reduce 51.66% | 6,303 | $128.93 |
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 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Fiserv, Inc. (FI) was in Q2 2023, adding 21,127 shares worth $2.67 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 6,303 shares of Fiserv, Inc. (FI), valued at approximately $812,646. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Fiserv, Inc. (FI) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Fiserv, Inc. (FI) was 25,841 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.