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

Empirical 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
2026 Q2	–	Sell	-4,392	Closed	-$206K	–	1082
2026 Q1	$206K	Buy	+4,392	New	+$236K	﹤0.01%	939
2025 Q3	–	Sell	-22,139	Closed	-$1.8M	–	819
2025 Q2	$1.8M	Buy	22,139 +1,826	+9%	+$142K	0.04%	242
2025 Q1	$1.52M	Buy	20,313 +17,010	+515%	+$1.28M	0.04%	248
2024 Q4	$267K	Buy	+3,303	New	+$284K	0.01%	528
2020 Q3	–	Sell	-3,161	Closed	-$424K	–	351
2020 Q2	$424K	Buy	3,161 +1,425	+82%	+$187K	0.04%	235
2020 Q1	$211K	Buy	+1,736	New	+$241K	0.02%	296

Other funds holding FIS

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Empirical Wealth Management's FIS Position: Q2 2026 in Review

Empirical Wealth Management sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 4,392 shares — an estimated $206K sold.

Empirical Wealth Management first reported a position in FIS in Q1 2020 and held it in 6 quarters. The position peaked at $1.8M in Q2 2025. 245 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

Empirical Wealth Management reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
Empirical Wealth Management sold 4,392 Fidelity National Information Services shares in Q2 2026, an estimated $206K.
Empirical Wealth Management first reported a position in Fidelity National Information Services in Q1 2020 and held it in 6 quarters.
Empirical Wealth Management's Fidelity National Information Services position peaked at $1.8M in Q2 2025.
245 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.