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

Benson 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
2026
Q1 		– Sell
-71
Closed -$4.72K – 365
2025
Q4 		$4.72K Buy
+71
New +$4.68K 0.01% 208

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Dodge & Cox
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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 $3.37T AUM 44.26% 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

Benson Wealth Management's FIS Position: Q1 2026 in Review

Benson Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 71 shares — an estimated $4.72K sold.

Benson Wealth Management first reported a position in FIS in Q4 2025 and held it in 1 quarter. The position peaked at $4.72K in Q4 2025. 942 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Benson Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • Benson Wealth Management sold 71 Fidelity National Information Services shares in Q1 2026, an estimated $4.72K.
  • Benson Wealth Management first reported a position in Fidelity National Information Services in Q4 2025 and held it in 1 quarter.
  • Benson Wealth Management's Fidelity National Information Services position peaked at $4.72K in Q4 2025.
  • 942 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Benson Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.