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Beverly Hills Private Wealth’s Fidelity National Information Services FIS Stock Holding History

Beverly Hills Private Wealth’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
-23,047
Closed -$1.52M – 344
2025
Q3 		$1.52M Sell
23,047
-1,351
-6% -$98.5K 0.27% 100
2025
Q2 		$1.99M Sell
24,398
-1,214
-5% -$94.5K 0.37% 74
2025
Q1 		$1.91M Sell
25,612
-244
-0.9% -$18.3K 0.38% 76
2024
Q4 		$2.09M Sell
25,856
-802
-3% -$69.1K 0.42% 68
2024
Q3 		$2.23M Sell
26,658
-6,105
-19% -$482K 0.45% 62
2024
Q2 		$2.47M Sell
32,763
-807
-2% -$59.7K 0.54% 45
2024
Q1 		$2.49M Buy
33,570
+613
+2% +$39.9K 0.58% 48
2023
Q4 		$1.98M Sell
32,957
-20,980
-39% -$1.15M 0.52% 56
2023
Q3 		$2.98M Sell
53,937
-55,665
-51% -$3.2M 0.89% 26
2023
Q2 		$6.45M Buy
109,602
+55,281
+102% +$3.04M 1.06% 19
2023
Q1 		$2.95M Buy
54,321
+12,133
+29% +$790K 0.92% 26
2022
Q4 		$2.86M Buy
+42,188
New +$3M 1.25% 16

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beverly Hills Private Wealth's FIS Position: Q4 2025 in Review

Beverly Hills Private Wealth sold out of Fidelity National Information Services (FIS) in Q4 2025, closing a stake of 23,047 shares — an estimated $1.52M sold.

Beverly Hills Private Wealth first reported a position in FIS in Q4 2022 and held it in 12 quarters. The position peaked at $6.45M in Q2 2023. 994 funds tracked by Wall St. Rank hold FIS as of Q4 2025.

  • Beverly Hills Private Wealth reported no remaining Fidelity National Information Services position as of Q4 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 23,047 Fidelity National Information Services shares in Q4 2025, an estimated $1.52M.
  • Beverly Hills Private Wealth first reported a position in Fidelity National Information Services in Q4 2022 and held it in 12 quarters.
  • Beverly Hills Private Wealth's Fidelity National Information Services position peaked at $6.45M in Q2 2023.
  • 994 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.