CAS
FISV

Coppell Advisory Solutions’s Fiserv Inc FISV Stock Holding History

Coppell Advisory Solutions’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
-14,360
Closed -$1.87M – 398
2025
Q3 		$1.87M Buy
+14,360
New +$2.06M 0.2% 106
2025
Q2 		– Sell
-1,175
Closed -$218K – 383
2025
Q1 		$218K Sell
1,175
-230
-16% -$50.4K 0.03% 306
2024
Q4 		$290K Buy
1,405
+268
+24% +$54.7K 0.04% 222
2024
Q3 		$203K Sell
1,137
-230
-17% -$37.9K 0.03% 281
2024
Q2 		$204K Buy
+1,367
New +$207K 0.03% 256
2023
Q4 		$199K Buy
1,499
+1,199
+400% +$147K 0.04% 267
2023
Q3 		$30.3K Sell
300
-881
-75% -$108K 0.01% 429
2023
Q2 		$147K Buy
+1,181
New +$139K 0.04% 222
2023
Q1 		– Sell
-300
Closed -$30.3K – 510
2022
Q4 		$30.3K Buy
+300
New +$29.9K 0.01% 432

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Coppell Advisory Solutions's FISV Position: Q4 2025 in Review

Coppell Advisory Solutions sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 14,360 shares — an estimated $1.87M sold.

Coppell Advisory Solutions first reported a position in FISV in Q4 2022 and held it in 9 quarters. The position peaked at $1.87M in Q3 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Coppell Advisory Solutions reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 14,360 Fiserv Inc shares in Q4 2025, an estimated $1.87M.
  • Coppell Advisory Solutions first reported a position in Fiserv Inc in Q4 2022 and held it in 9 quarters.
  • Coppell Advisory Solutions's Fiserv Inc position peaked at $1.87M in Q3 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Coppell Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.