Ownership history in SVB WEALTH LLC · 43 quarters on record
This page tracks every 13F SEC filing in which SVB WEALTH LLC reported a position in Fidelity National Information (FIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 4,338 | -555 | -11.3% | 0.02% | $286K | $64.98 |
| 2025 Q2 | REDUCED | 4,893 | -432 | -8.1% | 0.02% | $398K | $79.76 |
| 2025 Q1 | REDUCED | 5,325 | -1,008 | -15.9% | 0.02% | $398K | $72.81 |
| 2024 Q4 | REDUCED | 6,333 | -220 | -3.4% | 0.01% | $511K | $78.30 |
| 2024 Q2 | REDUCED | 6,553 | -424 | -6.1% | 0.01% | $494K | $72.43 |
| 2024 Q1 | REDUCED | 6,977 | -1,008 | -12.6% | 0.01% | $518K | $70.97 |
| 2023 Q4 | REDUCED | 7,985 | -4,054 | -33.7% | 0.01% | $480K | $57.17 |
| 2023 Q3 | REDUCED | 12,039 | -3,093 | -20.4% | 0.01% | $665K | $52.14 |
| 2023 Q2 | REDUCED | 15,132 | -1,576 | -9.4% | 0.01% | $828K | $51.12 |
| 2023 Q1 | REDUCED | 16,708 | -5,839 | -25.9% | 0.01% | $908K | $50.29 |
As of 2025 Q4 — sorted by position size