SEC 13F Intelligence

American Trust Investment Advisors, LLC / FIS

American Trust Investment Advisors, LLC’s Fidelity Natl Information Sv Position

Does American Trust Investment Advisors, LLC own Fidelity Natl Information Sv (FIS)? Not currently — the last reported position was 64.0K shares worth $5M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2024
Shares
64.0K
% of Portfolio
+2.12%
Quarters Held
5
position exited

Position History FIS

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $5MQ3 ’24Q4 ’24: $5MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202464.0K$5M+2.12%
Q3 202462.9K$5M+2.16%
Q2 202459.6K$4M+2.18%
Q1 202459.2K$4M+2.09%
Q4 202358.1K$3M+1.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of FIS.