Berry Wealth Group’s Fidelity National Information Services FIS Stock Holding History

Berry Wealth Group’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 Q3	–	Sell	-23,803	Closed	-$1.94M	–	58
2025 Q2	$1.94M	Buy	23,803 +53	+0.2%	+$4.12K	1.36%	21
2025 Q1	$1.77M	Sell	23,750 -1,264	-5%	-$95K	1.39%	23
2024 Q4	$2.02M	Buy	25,014 +119	+0.5%	+$10.2K	1.46%	21
2024 Q3	$2.08M	Buy	+24,895	New	+$1.97M	1.49%	24

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berry Wealth Group's FIS Position: Q3 2025 in Review

Berry Wealth Group sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 23,803 shares — an estimated $1.94M sold.

Berry Wealth Group first reported a position in FIS in Q3 2024 and held it in 4 quarters. The position peaked at $2.08M in Q3 2024. 986 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

Berry Wealth Group reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
Berry Wealth Group sold 23,803 Fidelity National Information Services shares in Q3 2025, an estimated $1.94M.
Berry Wealth Group first reported a position in Fidelity National Information Services in Q3 2024 and held it in 4 quarters.
Berry Wealth Group's Fidelity National Information Services position peaked at $2.08M in Q3 2024.
986 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.