DWM
FIS icon

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

Dynasty 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
-20,350
Closed -$1.66M – 323
2025
Q2 		$1.66M Sell
20,350
-2,237
-10% -$174K 0.03% 99
2025
Q1 		$1.69M Buy
22,587
+601
+3% +$45.2K 0.03% 107
2024
Q4 		$1.78M Buy
21,986
+900
+4% +$77.5K 0.03% 107
2024
Q3 		$1.77M Buy
21,086
+788
+4% +$62.2K 0.05% 79
2024
Q2 		$1.53M Buy
20,298
+16,201
+395% +$1.2M 0.05% 94
2024
Q1 		$304K Buy
+4,097
New +$267K 0.01% 226

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return