Baron Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Baron Wealth Management’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	-2,808	Closed	-$229K	–	257
2025 Q2	$229K	Sell	2,808 -182	-6%	-$14.2K	0.08%	195
2025 Q1	$223K	Sell	2,990 -1,465	-33%	-$110K	0.1%	174
2024 Q4	$360K	Sell	4,455 -30	-0.7%	-$2.58K	0.17%	102
2024 Q3	$376K	Sell	4,485 -321	-7%	-$25.3K	0.18%	93
2024 Q2	$362K	Sell	4,806 -445	-8%	-$32.9K	0.19%	85
2024 Q1	$390K	Buy	5,251 +1,526	+41%	+$99.3K	0.21%	85
2023 Q4	$224K	Buy	+3,725	New	+$204K	0.12%	149

Other funds holding FIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baron Wealth Management's FIS Position: Q3 2025 in Review

Baron Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 2,808 shares — an estimated $229K sold.

Baron Wealth Management first reported a position in FIS in Q4 2023 and held it in 7 quarters. The position peaked at $390K in Q1 2024. 987 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

Baron Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
Baron Wealth Management sold 2,808 Fidelity National Information Services shares in Q3 2025, an estimated $229K.
Baron Wealth Management first reported a position in Fidelity National Information Services in Q4 2023 and held it in 7 quarters.
Baron Wealth Management's Fidelity National Information Services position peaked at $390K in Q1 2024.
987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Baron Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.