CarsonAllaria Wealth Management’s Fidelity National Information Services FIS Stock Holding History

CarsonAllaria Wealth Management’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 Q3	–	Sell	-2,112	Closed	-$172K	–	165
2025 Q2	$172K	Buy	2,112 +4	+0.2%	+$311	0.09%	73
2025 Q1	$157K	Buy	2,108 +71	+3%	+$5.34K	0.09%	80
2024 Q4	$165K	Sell	2,037 -417	-17%	-$35.9K	0.09%	73
2024 Q3	$206K	Sell	2,454 -213	-8%	-$16.8K	0.12%	68
2024 Q2	$201K	Sell	2,667 -249	-9%	-$18.4K	0.12%	64
2024 Q1	$216K	Sell	2,916 -481	-14%	-$31.3K	0.14%	63
2023 Q4	$204K	Buy	3,397 +237	+8%	+$13K	0.15%	65
2023 Q3	$175K	Buy	+3,160	New	+$182K	0.14%	67

Other funds holding FIS

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CarsonAllaria Wealth Management's FIS Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 2,112 shares — an estimated $172K sold.

CarsonAllaria Wealth Management first reported a position in FIS in Q3 2023 and held it in 8 quarters. The position peaked at $216K in Q1 2024. 988 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 2,112 Fidelity National Information Services shares in Q3 2025, an estimated $172K.
CarsonAllaria Wealth Management first reported a position in Fidelity National Information Services in Q3 2023 and held it in 8 quarters.
CarsonAllaria Wealth Management's Fidelity National Information Services position peaked at $216K in Q1 2024.
988 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.