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

Evergreen 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	-19,210	Closed	-$1.56M	–	53
2025 Q2	$1.56M	Buy	19,210 +58	+0.3%	+$4.51K	0.88%	34
2025 Q1	$1.43M	Buy	19,152 +441	+2%	+$33.2K	0.85%	36
2024 Q4	$1.51M	Buy	18,711 +18	+0.1%	+$1.55K	0.89%	37
2024 Q3	$1.57M	Sell	18,693 -4,813	-20%	-$380K	0.94%	36
2024 Q2	$1.77M	Hold	23,506	–	–	1.17%	30
2024 Q1	$1.74M	Hold	23,506	–	–	1.18%	30
2023 Q4	$1.41M	Buy	23,506 +402	+2%	+$22.1K	1.04%	35
2023 Q3	$1.28M	Buy	23,104 +324	+1%	+$18.6K	1.01%	39
2023 Q2	$1.25M	Buy	+22,780	New	+$1.25M	0.98%	37

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Evergreen Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 19,210 shares — an estimated $1.56M sold.

Evergreen Wealth Management first reported a position in FIS in Q2 2023 and held it in 9 quarters. The position peaked at $1.77M in Q2 2024. 987 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

Evergreen Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
Evergreen Wealth Management sold 19,210 Fidelity National Information Services shares in Q3 2025, an estimated $1.56M.
Evergreen Wealth Management first reported a position in Fidelity National Information Services in Q2 2023 and held it in 9 quarters.
Evergreen Wealth Management's Fidelity National Information Services position peaked at $1.77M in Q2 2024.
987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Evergreen Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.