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

FORM 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
Q1 		– Sell
-3,444
Closed -$229K – 60
2025
Q4 		$229K Buy
+3,444
New +$227K 0.03% 55
2025
Q2 		$533K Buy
6,545
+46
+0.7% +$3.58K 0.06% 33
2025
Q1 		$485K Buy
+6,499
New +$489K 0.07% 32

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FORM Wealth Advisors's FIS Position: Q1 2026 in Review

FORM Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 3,444 shares — an estimated $229K sold.

FORM Wealth Advisors first reported a position in FIS in Q1 2025 and held it in 3 quarters. The position peaked at $533K in Q2 2025. 945 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • FORM Wealth Advisors reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • FORM Wealth Advisors sold 3,444 Fidelity National Information Services shares in Q1 2026, an estimated $229K.
  • FORM Wealth Advisors first reported a position in Fidelity National Information Services in Q1 2025 and held it in 3 quarters.
  • FORM Wealth Advisors's Fidelity National Information Services position peaked at $533K in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on FORM Wealth Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.