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Evoke Wealth’s Fidelity National Information Services FIS Stock Holding History

Evoke Wealth’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
-8,831
Closed -$414K – 228
2026
Q1 		$414K Buy
8,831
+3,144
+55% +$169K 0.01% 456
2025
Q4 		$378K Buy
5,687
+257
+5% +$16.9K 0.01% 455
2025
Q3 		$358K Sell
5,430
-1,567
-22% -$114K 0.01% 458
2025
Q2 		$570K Buy
6,997
+2,146
+44% +$167K 0.01% 321
2025
Q1 		$362K Sell
4,851
-263
-5% -$19.8K 0.01% 324
2024
Q4 		$413K Buy
5,114
+101
+2% +$8.7K 0.01% 294
2024
Q3 		$420K Buy
+5,013
New +$396K 0.01% 279
2024
Q2 		– Sell
-18,245
Closed -$1.35M – 200
2024
Q1 		$1.35M Buy
+18,245
New +$1.19M 0.04% 149
2023
Q4 		– Sell
-39,372
Closed -$2.18M – 184
2023
Q3 		$2.18M Buy
+39,372
New +$2.27M 0.08% 111
2022
Q4 		– Sell
-235
Closed -$18K – 653
2022
Q3 		$18K Sell
235
-1,204
-84% -$112K ﹤0.01% 654
2022
Q2 		$132K Sell
1,439
-831
-37% -$82.5K ﹤0.01% 378
2022
Q1 		$228K Sell
2,270
-105
-4% -$11K 0.01% 331
2021
Q4 		$259K Buy
2,375
+70
+3% +$7.91K 0.01% 330
2021
Q3 		$280K Buy
2,305
+148
+7% +$19.9K 0.01% 296
2021
Q2 		$306K Buy
2,157
+166
+8% +$24.7K 0.01% 294
2021
Q1 		$280K Buy
1,991
+1,516
+319% +$207K 0.01% 270
2020
Q4 		$67K Hold
475
– – ﹤0.01% 342
2020
Q3 		$70K Buy
475
+225
+90% +$32.5K 0.01% 318
2020
Q2 		$34K Buy
250
+121
+94% +$15.9K ﹤0.01% 393
2020
Q1 		$15.7K Sell
129
-296
-70% -$41.1K ﹤0.01% 466
2019
Q4 		$59.1K Buy
425
+305
+254% +$40.9K 0.01% 382
2019
Q3 		$16K Buy
+120
New +$15.9K ﹤0.01% 714

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

Evoke Wealth's FIS Position: Q2 2026 in Review

Evoke Wealth sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 8,831 shares — an estimated $414K sold.

Evoke Wealth first reported a position in FIS in Q3 2019 and held it in 22 quarters. The position peaked at $2.18M in Q3 2023. 860 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Evoke Wealth reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 8,831 Fidelity National Information Services shares in Q2 2026, an estimated $414K.
  • Evoke Wealth first reported a position in Fidelity National Information Services in Q3 2019 and held it in 22 quarters.
  • Evoke Wealth's Fidelity National Information Services position peaked at $2.18M in Q3 2023.
  • 860 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.