BFS
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Beacon Financial Strategies’s Fidelity National Information Services FIS Stock Holding History

Beacon Financial Strategies’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
2026
Q1 		– Sell
-98
Closed -$6.51K – 179
2025
Q4 		$6.51K Buy
+98
New +$6.46K ﹤0.01% 150

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Beacon Financial Strategies's FIS Position: Q1 2026 in Review

Beacon Financial Strategies sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 98 shares — an estimated $6.51K sold.

Beacon Financial Strategies first reported a position in FIS in Q4 2025 and held it in 1 quarter. The position peaked at $6.51K in Q4 2025. 945 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Beacon Financial Strategies reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Strategies sold 98 Fidelity National Information Services shares in Q1 2026, an estimated $6.51K.
  • Beacon Financial Strategies first reported a position in Fidelity National Information Services in Q4 2025 and held it in 1 quarter.
  • Beacon Financial Strategies's Fidelity National Information Services position peaked at $6.51K in Q4 2025.
  • 945 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Beacon Financial Strategies's 13F filing for Q1 2026, filed 8 Apr 2026.