FIS β€” Fidelity National Information

Ownership history in SVB WEALTH LLC  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.74% (2019 Q1)
πŸ“Š Avg. % of fund
0.24%
πŸ“… First filed
2014 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
43

Position Intelligence

SVB WEALTH LLC Γ— FIS AI Analytics

πŸ“‰ SVB WEALTH LLC underperformed the S&P 500 by –10.1% annually on this FIS position. Timing score: 61% (25/41 decisions correct). Average cost basis: $71.22. Maximum drawdown during holding period: –61.4%.

πŸ“ˆ Position Alpha vs SPY
-10.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 10.1% ann.
42 quarters analyzed

⏱️ Timing Score
61%

βœ… Decent timing β€” more right than wrong on entries and exits.
25 of 41 add/trim decisions correct

πŸ’° Entry Quality
$71.22
-8.8% vs current ($64.98)

Best entry: $51.10 (2014 Q4)  Β·  Worst: $130.31 (2020 Q3)

πŸ›‘οΈ Drawdown Resilience
–61.4%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
38%
buy-side decisions

16 adds Β· 26 trims. Bought during 4 of 16 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FIS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
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
33 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

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As of 2025 Q4 β€” sorted by position size

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