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

Evergreen 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
Q3 		– Sell
-21
Closed -$1.71K – 263
2025
Q2 		$1.71K Buy
+21
New +$1.63K ﹤0.01% 264

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

Evergreen Private Wealth's FIS Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 21 shares — an estimated $1.71K sold.

Evergreen Private Wealth first reported a position in FIS in Q2 2025 and held it in 1 quarter. The position peaked at $1.71K in Q2 2025. 988 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 21 Fidelity National Information Services shares in Q3 2025, an estimated $1.71K.
  • Evergreen Private Wealth first reported a position in Fidelity National Information Services in Q2 2025 and held it in 1 quarter.
  • Evergreen Private Wealth's Fidelity National Information Services position peaked at $1.71K in Q2 2025.
  • 988 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.