Beacon Bridge Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Beacon Bridge Wealth Partners’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	-2,957	Closed	-$241K	–	89
2025 Q2	$241K	Hold	2,957	–	–	0.1%	77
2025 Q1	$221K	Buy	2,957 +5	+0.2%	+$376	0.09%	81
2024 Q4	$238K	Hold	2,952	–	–	0.1%	81
2024 Q3	$247K	Hold	2,952	–	–	0.11%	78
2024 Q2	$222K	Hold	2,952	–	–	0.1%	87
2024 Q1	$219K	Buy	+2,952	New	+$192K	0.1%	90
2023 Q1	–	Sell	-2,952	Closed	-$200K	–	92
2022 Q4	$200K	Buy	+2,952	New	+$210K	0.15%	92

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 $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Bridge Wealth Partners's FIS Position: Q3 2025 in Review

Beacon Bridge Wealth Partners sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 2,957 shares — an estimated $241K sold.

Beacon Bridge Wealth Partners first reported a position in FIS in Q4 2022 and held it in 7 quarters. The position peaked at $247K in Q3 2024. 987 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

Beacon Bridge Wealth Partners reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 2,957 Fidelity National Information Services shares in Q3 2025, an estimated $241K.
Beacon Bridge Wealth Partners first reported a position in Fidelity National Information Services in Q4 2022 and held it in 7 quarters.
Beacon Bridge Wealth Partners's Fidelity National Information Services position peaked at $247K in Q3 2024.
987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Beacon Bridge Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.