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

Bernard 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
Q2 		– Sell
-64
Closed -$4.78K – 341
2025
Q1 		$4.78K Buy
+64
New +$4.81K ﹤0.01% 254

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bernard Wealth Management's FIS Position: Q2 2025 in Review

Bernard Wealth Management sold out of Fidelity National Information Services (FIS) in Q2 2025, closing a stake of 64 shares — an estimated $4.78K sold.

Bernard Wealth Management first reported a position in FIS in Q1 2025 and held it in 1 quarter. The position peaked at $4.78K in Q1 2025. 1,036 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

  • Bernard Wealth Management reported no remaining Fidelity National Information Services position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 64 Fidelity National Information Services shares in Q2 2025, an estimated $4.78K.
  • Bernard Wealth Management first reported a position in Fidelity National Information Services in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Fidelity National Information Services position peaked at $4.78K in Q1 2025.
  • 1,036 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.