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

Beaird Harris 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 Q4	–	Sell	-10	Closed	-$682	–	731
2025 Q3	$682	Sell	10 -3	-23%	-$219	﹤0.01%	593
2025 Q2	$1.06K	Buy	+13	New	+$1.01K	﹤0.01%	555
2025 Q1	–	Sell	-106	Closed	-$8.56K	–	520
2024 Q4	$8.56K	Hold	106	–	–	﹤0.01%	356
2024 Q3	$8.88K	Hold	106	–	–	﹤0.01%	347
2024 Q2	$7.99K	Hold	106	–	–	﹤0.01%	399
2024 Q1	$7.86K	Sell	106 -136	-56%	-$8.85K	﹤0.01%	348
2023 Q4	$14.5K	Buy	+242	New	+$13.3K	﹤0.01%	294
2022 Q2	–	Sell	-67	Closed	-$7K	–	478
2022 Q1	$7K	Sell	67 -167	-71%	-$17.5K	﹤0.01%	382
2021 Q4	$26K	Buy	+234	New	+$26.4K	0.01%	299

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

Beaird Harris Wealth Management's FIS Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2025, closing a stake of 10 shares — an estimated $682 sold.

Beaird Harris Wealth Management first reported a position in FIS in Q4 2021 and held it in 9 quarters. The position peaked at $26K in Q4 2021. 994 funds tracked by Wall St. Rank hold FIS as of Q4 2025.

Beaird Harris Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2025 after selling out during the quarter.
Beaird Harris Wealth Management sold 10 Fidelity National Information Services shares in Q4 2025, an estimated $682.
Beaird Harris Wealth Management first reported a position in Fidelity National Information Services in Q4 2021 and held it in 9 quarters.
Beaird Harris Wealth Management's Fidelity National Information Services position peaked at $26K in Q4 2021.
994 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.