Beacon Investment Advisory Services’s Fidelity National Information Services FIS Stock Holding History

Beacon Investment Advisory Services’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 Q2	$778	Hold	20	–	–	﹤0.01%	784
2026 Q1	$939	Buy	+20	New	+$1.08K	﹤0.01%	753
2021 Q4	–	Sell	-1,717	Closed	-$209K	–	309
2021 Q3	$209K	Sell	1,717 -935	-35%	-$125K	0.01%	290
2021 Q2	$376K	Sell	2,652 -3,412	-56%	-$507K	0.02%	240
2021 Q1	$853K	Sell	6,064 -54,095	-90%	-$7.39M	0.04%	167
2020 Q4	$8.51M	Sell	60,159 -43,073	-42%	-$6.15M	0.39%	68
2020 Q3	$15.2M	Sell	103,232 -264	-0.3%	-$38.2K	0.79%	41
2020 Q2	$13.9M	Buy	103,496 +24	+0%	+$3.15K	0.79%	42
2020 Q1	$12.6M	Sell	103,472 -1,339	-1%	-$186K	0.89%	35
2019 Q4	$14.6M	Sell	104,811 -23,901	-19%	-$3.21M	0.78%	38
2019 Q3	$17.1M	Buy	+128,712	New	+$17.1M	1.71%	12
2017 Q4	–	Sell	-2,860	Closed	-$268K	–	255
2017 Q3	$268K	Buy	+2,860	New	+$260K	0.02%	237

Other funds holding FIS

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Beacon Investment Advisory Services's FIS Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Fidelity National Information Services (FIS) position steady in Q2 2026 at 20 shares worth $778. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Beacon Investment Advisory Services first reported a position in FIS in Q3 2017 and has held it in 12 quarters since. The position peaked at $17.1M in Q3 2019. 855 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

Beacon Investment Advisory Services held 20 shares of Fidelity National Information Services worth $778 as of Q2 2026.
Beacon Investment Advisory Services left its Fidelity National Information Services share count unchanged in Q2 2026.
Fidelity National Information Services made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #784 holding.
Beacon Investment Advisory Services first reported a position in Fidelity National Information Services in Q3 2017 and has held it in 12 quarters since.
Beacon Investment Advisory Services's Fidelity National Information Services position peaked at $17.1M in Q3 2019.
855 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.