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 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

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

Dynasty Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 20,350 shares — an estimated $1.66M sold.

Dynasty Wealth Management first reported a position in FIS in Q1 2024 and held it in 6 quarters. The position peaked at $1.78M in Q4 2024. 988 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

Dynasty Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
Dynasty Wealth Management sold 20,350 Fidelity National Information Services shares in Q3 2025, an estimated $1.66M.
Dynasty Wealth Management first reported a position in Fidelity National Information Services in Q1 2024 and held it in 6 quarters.
Dynasty Wealth Management's Fidelity National Information Services position peaked at $1.78M in Q4 2024.
988 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.