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EP Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

EP Wealth Advisors’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
-9,134
Closed -$428K – 1775
2026
Q1 		$428K Buy
9,134
+1,225
+15% +$65.9K ﹤0.01% 975
2025
Q4 		$526K Buy
+7,909
New +$521K ﹤0.01% 860
2025
Q2 		$370K Buy
4,540
+1,709
+60% +$133K ﹤0.01% 912
2025
Q1 		$211K Sell
2,831
-385
-12% -$28.9K ﹤0.01% 1108
2024
Q4 		$260K Buy
+3,216
New +$277K ﹤0.01% 935
2022
Q3 		– Sell
-3,128
Closed -$287K – 436
2022
Q2 		$287K Buy
3,128
+30
+1% +$2.98K 0.01% 488
2022
Q1 		$311K Buy
3,098
+112
+4% +$11.7K 0.01% 484
2021
Q4 		$326K Buy
2,986
+106
+4% +$12K 0.01% 444
2021
Q3 		$350K Buy
2,880
+136
+5% +$18.2K 0.01% 404
2021
Q2 		$389K Buy
2,744
+409
+18% +$60.7K 0.01% 384
2021
Q1 		$328K Buy
2,335
+82
+4% +$11.2K 0.01% 392
2020
Q4 		$319K Sell
2,253
-67
-3% -$9.56K 0.01% 334
2020
Q3 		$342K Buy
2,320
+76
+3% +$11K 0.01% 277
2020
Q2 		$301K Sell
2,244
-41
-2% -$5.38K 0.01% 306
2020
Q1 		$278K Sell
2,285
-101
-4% -$14K 0.01% 317
2019
Q4 		$332K Buy
2,386
+33
+1% +$4.42K 0.01% 320
2019
Q3 		$312K Sell
2,353
-1,906
-45% -$253K 0.02% 273
2019
Q2 		$522K Buy
+4,259
New +$500K 0.03% 191

Other funds holding FIS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's FIS Position: Q2 2026 in Review

EP Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 9,134 shares — an estimated $428K sold.

EP Wealth Advisors first reported a position in FIS in Q2 2019 and held it in 18 quarters. The position peaked at $526K in Q4 2025. 855 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • EP Wealth Advisors reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 9,134 Fidelity National Information Services shares in Q2 2026, an estimated $428K.
  • EP Wealth Advisors first reported a position in Fidelity National Information Services in Q2 2019 and held it in 18 quarters.
  • EP Wealth Advisors's Fidelity National Information Services position peaked at $526K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.