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Belpointe Asset Management’s Fidelity National Information Services FIS Stock Holding History

Belpointe Asset 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
2026
Q1 		– Sell
-3,064
Closed -$204K – 1110
2025
Q4 		$204K Buy
+3,064
New +$202K 0.01% 970
2023
Q2 		– Sell
-2,312
Closed -$126K – 1513
2023
Q1 		$126K Sell
2,312
-427
-16% -$27.8K 0.01% 1177
2022
Q4 		$186K Buy
2,739
+84
+3% +$5.97K 0.01% 939
2022
Q3 		$201K Buy
2,655
+217
+9% +$20.2K 0.01% 833
2022
Q2 		$223K Buy
2,438
+412
+20% +$40.9K 0.01% 783
2022
Q1 		$204K Buy
2,026
+616
+44% +$64.4K 0.01% 902
2021
Q4 		$153K Sell
1,410
-45
-3% -$5.08K 0.01% 1006
2021
Q3 		$177K Buy
1,455
+126
+9% +$16.9K 0.01% 903
2021
Q2 		$188K Buy
1,329
+315
+31% +$46.8K 0.01% 855
2021
Q1 		$143K Sell
1,014
-117
-10% -$16K 0.01% 871
2020
Q4 		$160K Buy
1,131
+339
+43% +$48.4K 0.01% 778
2020
Q3 		$117K Buy
792
+9
+1% +$1.3K 0.01% 718
2020
Q2 		$105K Buy
+783
New +$103K 0.01% 712

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

Belpointe Asset Management's FIS Position: Q1 2026 in Review

Belpointe Asset Management sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 3,064 shares — an estimated $204K sold.

Belpointe Asset Management first reported a position in FIS in Q2 2020 and held it in 13 quarters. The position peaked at $223K in Q2 2022. 945 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Belpointe Asset Management reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 3,064 Fidelity National Information Services shares in Q1 2026, an estimated $204K.
  • Belpointe Asset Management first reported a position in Fidelity National Information Services in Q2 2020 and held it in 13 quarters.
  • Belpointe Asset Management's Fidelity National Information Services position peaked at $223K in Q2 2022.
  • 945 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.