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Catalyst Financial Partners’s Fidelity National Information Services FIS Stock Holding History

Catalyst Financial 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
-4,695
Closed -$382K – 320
2025
Q2 		$382K Buy
4,695
+250
+6% +$19.5K 0.04% 201
2025
Q1 		$332K Sell
4,445
-86
-2% -$6.47K 0.06% 201
2024
Q4 		$366K Sell
4,531
-232
-5% -$20K 0.07% 175
2024
Q3 		$399K Sell
4,763
-423
-8% -$33.4K 0.08% 161
2024
Q2 		$391K Sell
5,186
-243
-4% -$18K 0.09% 150
2024
Q1 		$382K Sell
5,429
-788
-13% -$51.3K 0.1% 140
2023
Q4 		$373K Sell
6,217
-2,285
-27% -$125K 0.11% 132
2023
Q3 		$470K Buy
8,502
+255
+3% +$14.7K 0.15% 98
2023
Q2 		$451K Buy
8,247
+2,002
+32% +$110K 0.16% 92
2023
Q1 		$339K Buy
+6,245
New +$406K 0.15% 107

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 $3.38T 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

Catalyst Financial Partners's FIS Position: Q3 2025 in Review

Catalyst Financial Partners sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 4,695 shares — an estimated $382K sold.

Catalyst Financial Partners first reported a position in FIS in Q1 2023 and held it in 10 quarters. The position peaked at $470K in Q3 2023. 988 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

  • Catalyst Financial Partners reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
  • Catalyst Financial Partners sold 4,695 Fidelity National Information Services shares in Q3 2025, an estimated $382K.
  • Catalyst Financial Partners first reported a position in Fidelity National Information Services in Q1 2023 and held it in 10 quarters.
  • Catalyst Financial Partners's Fidelity National Information Services position peaked at $470K in Q3 2023.
  • 988 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Catalyst Financial Partners's 13F filing for Q3 2025, filed 12 Nov 2025.