Coastal Bridge Advisors’s Fiserv Inc FISV Stock Holding History

Coastal Bridge Advisors’s Portfolio FISV Stock Details FISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,145	Closed	-$1.44M	–	472
2025 Q3	$1.44M	Buy	+11,145	New	+$1.6M	0.11%	179

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Coastal Bridge Advisors's FISV Position: Q4 2025 in Review

Coastal Bridge Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 11,145 shares — an estimated $1.44M sold.

Coastal Bridge Advisors first reported a position in FISV in Q3 2025 and held it in 1 quarter. The position peaked at $1.44M in Q3 2025. 1,395 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Coastal Bridge Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Coastal Bridge Advisors sold 11,145 Fiserv Inc shares in Q4 2025, an estimated $1.44M.
Coastal Bridge Advisors first reported a position in Fiserv Inc in Q3 2025 and held it in 1 quarter.
Coastal Bridge Advisors's Fiserv Inc position peaked at $1.44M in Q3 2025.
1,395 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Coastal Bridge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.