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West Branch Capital’s Fidelity National Information Services FIS Stock Holding History

West Branch Capital’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
Q1 		– Sell
-85
Closed -$6.87K – 545
2024
Q4 		$6.87K Hold
85
– – ﹤0.01% 307
2024
Q3 		$7.12K Hold
85
– – ﹤0.01% 306
2024
Q2 		$6.41K Hold
85
– – ﹤0.01% 313
2024
Q1 		$6.31K Hold
85
– – ﹤0.01% 315
2023
Q4 		$5.11K Buy
+85
New +$4.66K ﹤0.01% 333

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

West Branch Capital's FIS Position: Q1 2025 in Review

West Branch Capital sold out of Fidelity National Information Services (FIS) in Q1 2025, closing a stake of 85 shares — an estimated $6.87K sold.

West Branch Capital first reported a position in FIS in Q4 2023 and held it in 5 quarters. The position peaked at $7.12K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

  • West Branch Capital reported no remaining Fidelity National Information Services position as of Q1 2025 after selling out during the quarter.
  • West Branch Capital sold 85 Fidelity National Information Services shares in Q1 2025, an estimated $6.87K.
  • West Branch Capital first reported a position in Fidelity National Information Services in Q4 2023 and held it in 5 quarters.
  • West Branch Capital's Fidelity National Information Services position peaked at $7.12K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.