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Burling Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Burling Wealth Partners’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
-4,772
Closed -$388K – 181
2025
Q2 		$388K Sell
4,772
-724
-13% -$56.3K 0.07% 140
2025
Q1 		$410K Sell
5,496
-1,265
-19% -$95.1K 0.09% 129
2024
Q4 		$546K Buy
+6,761
New +$582K 0.11% 118

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Burling Wealth Partners's FIS Position: Q3 2025 in Review

Burling Wealth Partners sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 4,772 shares — an estimated $388K sold.

Burling Wealth Partners first reported a position in FIS in Q4 2024 and held it in 3 quarters. The position peaked at $546K in Q4 2024. 988 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

  • Burling Wealth Partners reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
  • Burling Wealth Partners sold 4,772 Fidelity National Information Services shares in Q3 2025, an estimated $388K.
  • Burling Wealth Partners first reported a position in Fidelity National Information Services in Q4 2024 and held it in 3 quarters.
  • Burling Wealth Partners's Fidelity National Information Services position peaked at $546K in Q4 2024.
  • 988 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Burling Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.