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B. Riley Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

B. Riley Wealth Advisors’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,263
Closed -$266K – 1113
2025
Q2 		$266K Sell
3,263
-1,653
-34% -$129K 0.01% 761
2025
Q1 		$367K Buy
4,916
+304
+7% +$22.9K 0.01% 883
2024
Q4 		$372K Sell
4,612
-1,191
-21% -$103K 0.01% 789
2024
Q3 		$486K Buy
5,803
+55
+1% +$4.34K 0.01% 752
2024
Q2 		$433K Sell
5,748
-3,207
-36% -$237K 0.01% 880
2024
Q1 		$495K Buy
8,955
+2,007
+29% +$131K 0.01% 795
2023
Q4 		$417K Sell
6,948
-2,007
-22% -$110K 0.01% 909
2023
Q3 		$495K Buy
8,955
+1,592
+22% +$91.6K 0.01% 795
2023
Q2 		$403K Sell
7,363
-485
-6% -$26.7K 0.01% 968
2023
Q1 		$426K Sell
7,848
-2,562
-25% -$167K 0.01% 875
2022
Q4 		$706K Buy
10,410
+329
+3% +$23.4K 0.02% 659
2022
Q3 		$763K Buy
10,081
+1,026
+11% +$95.5K 0.02% 595
2022
Q2 		$833K Buy
9,055
+399
+5% +$39.6K 0.04% 476
2022
Q1 		$871K Sell
8,656
-1,746
-17% -$183K 0.03% 534
2021
Q4 		$1.14M Sell
10,402
-111
-1% -$12.5K 0.03% 487
2021
Q3 		$1.29M Sell
10,513
-2,717
-21% -$364K 0.04% 445
2021
Q2 		$1.88M Buy
13,230
+5,878
+80% +$873K 0.06% 352
2021
Q1 		$1.03M Sell
7,352
-543
-7% -$74.2K 0.04% 471
2020
Q4 		$1.12M Sell
7,895
-458
-5% -$65.4K 0.06% 299
2020
Q3 		$1.23M Buy
8,353
+16
+0.2% +$2.31K 0.07% 278
2020
Q2 		$1.12M Buy
8,337
+1,077
+15% +$141K 0.07% 258
2020
Q1 		$886K Sell
7,260
-20
-0.3% -$2.78K 0.08% 257
2019
Q4 		$1.01M Buy
7,280
+2,290
+46% +$307K 0.09% 244
2019
Q3 		$665K Buy
+4,990
New +$663K 0.07% 312
2015
Q1 		– Sell
-833
Closed -$52K – 1055
2014
Q4 		$52K Buy
+833
New +$49K ﹤0.01% 2068
2014
Q3 		– Sell
-826
Closed -$45.2K – 1083
2014
Q2 		$45.2K Buy
+826
New +$44.3K 0.01% 1077

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

B. Riley Wealth Advisors's FIS Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 3,263 shares — an estimated $266K sold.

B. Riley Wealth Advisors first reported a position in FIS in Q2 2014 and held it in 26 quarters. The position peaked at $1.88M in Q2 2021. 987 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,263 Fidelity National Information Services shares in Q3 2025, an estimated $266K.
  • B. Riley Wealth Advisors first reported a position in Fidelity National Information Services in Q2 2014 and held it in 26 quarters.
  • B. Riley Wealth Advisors's Fidelity National Information Services position peaked at $1.88M in Q2 2021.
  • 987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.