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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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. 866 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.
866 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.