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Castleview Partners’s Fidelity National Information Services FIS Stock Holding History

Castleview 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
-2,764
Closed -$225K – 185
2025
Q2 		$225K Sell
2,764
-962
-26% -$74.8K 0.14% 156
2025
Q1 		$278K Sell
3,726
-49
-1% -$3.68K 0.19% 133
2024
Q4 		$302K Sell
3,775
-17
-0.4% -$1.46K 0.16% 145
2024
Q3 		$318K Buy
3,792
+859
+29% +$67.8K 0.18% 130
2024
Q2 		$221K Buy
2,933
+1,143
+64% +$84.6K 0.13% 164
2024
Q1 		$133K Buy
1,790
+1,121
+168% +$73K 0.07% 224
2023
Q4 		$40.2K Buy
+669
New +$36.7K 0.03% 347
2022
Q4 		– Sell
-86
Closed -$6K – 674
2022
Q3 		$6K Sell
86
-5,739
-99% -$534K 0.01% 435
2022
Q2 		$196K Buy
5,825
+5,239
+894% +$520K 0.16% 142
2022
Q1 		$58K Buy
+586
New +$61.3K 0.04% 328
2021
Q2 		$14K Buy
+99
New +$14.7K 0.01% 614

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
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 $3.37T 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Castleview Partners's FIS Position: Q3 2025 in Review

Castleview Partners sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 2,764 shares — an estimated $225K sold.

Castleview Partners first reported a position in FIS in Q2 2021 and held it in 11 quarters. The position peaked at $318K in Q3 2024. 987 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

  • Castleview Partners reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
  • Castleview Partners sold 2,764 Fidelity National Information Services shares in Q3 2025, an estimated $225K.
  • Castleview Partners first reported a position in Fidelity National Information Services in Q2 2021 and held it in 11 quarters.
  • Castleview Partners's Fidelity National Information Services position peaked at $318K in Q3 2024.
  • 987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Castleview Partners's 13F filing for Q3 2025, filed 10 Oct 2025.