Atria Wealth Solutions’s Fidelity National Information Services FIS Stock Holding History

Atria Wealth Solutions’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 Q2	$353K	Sell	4,341 -2,731	-39%	-$212K	0.01%	1079
2025 Q1	$528K	Sell	7,072 -856	-11%	-$64.4K	0.01%	1172
2024 Q4	$640K	Buy	7,928 +1,022	+15%	+$88K	0.01%	1132
2024 Q3	$578K	Buy	6,906 +214	+3%	+$16.9K	0.01%	1170
2024 Q2	$504K	Buy	6,692 +512	+8%	+$37.9K	0.01%	1234
2024 Q1	$458K	Buy	+6,180	New	+$402K	0.01%	1309
2023 Q2	–	Sell	-3,792	Closed	-$206K	–	1910
2023 Q1	$206K	Buy	3,792 +24	+0.6%	+$1.56K	﹤0.01%	1663
2022 Q4	$256K	Sell	3,768 -715	-16%	-$50.8K	﹤0.01%	1453
2022 Q3	$339K	Sell	4,483 -372	-8%	-$34.6K	0.01%	1229
2022 Q2	$445K	Buy	4,855 +1,350	+39%	+$134K	0.01%	1031
2022 Q1	$352K	Buy	+3,505	New	+$367K	0.01%	1244

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Atria Wealth Solutions's FIS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity National Information Services (FIS) stake by 39% in Q2 2025, selling an estimated $212K and leaving 4,341 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #1079.

Atria Wealth Solutions first reported a position in FIS in Q1 2022 and has held it in 11 quarters since. The position peaked at $640K in Q4 2024. 1,038 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

Atria Wealth Solutions held 4,341 shares of Fidelity National Information Services worth $353K as of Q2 2025.
Atria Wealth Solutions sold 2,731 Fidelity National Information Services shares in Q2 2025, an estimated $212K.
Fidelity National Information Services made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1079 holding.
Atria Wealth Solutions first reported a position in Fidelity National Information Services in Q1 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Fidelity National Information Services position peaked at $640K in Q4 2024.
1,038 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.