Avantax Advisory Services’s Fidelity National Information Services FIS Stock Holding History

Avantax Advisory Services’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	$3.77M	Buy	46,314 +6,393	+16%	+$497K	0.02%	547
2025 Q1	$2.98M	Sell	39,921 -2,860	-7%	-$215K	0.02%	579
2024 Q4	$3.46M	Sell	42,781 -2,344	-5%	-$202K	0.02%	511
2024 Q3	$3.78M	Sell	45,125 -490	-1%	-$38.7K	0.02%	484
2024 Q2	$3.44M	Buy	45,615 +6,565	+17%	+$486K	0.02%	486
2024 Q1	$2.9M	Buy	39,050 +3,453	+10%	+$225K	0.03%	442
2023 Q4	$2.14M	Buy	35,597 +12,581	+55%	+$690K	0.02%	481
2023 Q3	$1.27M	Buy	23,016 +6,124	+36%	+$352K	0.01%	599
2023 Q2	$924K	Buy	16,892 +8,965	+113%	+$493K	0.01%	708
2023 Q1	$431K	Buy	7,927 +1,953	+33%	+$127K	0.01%	974
2022 Q4	$405K	Sell	5,974 -1,765	-23%	-$125K	0.01%	961
2022 Q3	$585K	Sell	7,739 -903	-10%	-$84.1K	0.01%	716
2022 Q2	$792K	Buy	8,642 +1,921	+29%	+$191K	0.01%	618
2022 Q1	$673K	Buy	6,721 +2,931	+77%	+$307K	0.01%	676
2021 Q4	$414K	Sell	3,790 -80	-2%	-$9.04K	0.01%	832
2021 Q3	$472K	Buy	3,870 +207	+6%	+$27.8K	0.01%	740
2021 Q2	$518K	Sell	3,663 -3,135	-46%	-$466K	0.01%	701
2021 Q1	$952K	Buy	6,798 +3,645	+116%	+$498K	0.02%	442
2020 Q4	$445K	Sell	3,153 -1,788	-36%	-$255K	0.01%	589
2020 Q3	$727K	Buy	4,941 +2,152	+77%	+$311K	0.01%	652
2020 Q2	$374K	Sell	2,789 -2,671	-49%	-$351K	0.01%	563
2020 Q1	$667K	Buy	5,460 +1,038	+23%	+$144K	0.02%	374
2019 Q4	$615K	Buy	4,422 +1,254	+40%	+$168K	0.01%	425
2019 Q3	$421K	Buy	3,168 +1,427	+82%	+$189K	0.02%	352
2019 Q2	$214K	Buy	+1,741	New	+$204K	0.01%	472

Other funds holding FIS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Avantax Advisory Services's FIS Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity National Information Services (FIS) stake by 16% in Q2 2025, buying an estimated $497K and bringing the position to 46,314 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #547.

Avantax Advisory Services first reported a position in FIS in Q2 2019 and has held it in 25 quarters since. The position peaked at $3.78M in Q3 2024. 1,036 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

Avantax Advisory Services held 46,314 shares of Fidelity National Information Services worth $3.77M as of Q2 2025.
Avantax Advisory Services bought 6,393 Fidelity National Information Services shares in Q2 2025, an estimated $497K.
Fidelity National Information Services made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #547 holding.
Avantax Advisory Services first reported a position in Fidelity National Information Services in Q2 2019 and has held it in 25 quarters since.
Avantax Advisory Services's Fidelity National Information Services position peaked at $3.78M in Q3 2024.
1,036 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.