Global Financial Private Client’s Fidelity National Information Services FIS Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-270	Closed	-$20.2K	–	702
2025 Q1	$20.2K	Sell	270 -61	-18%	-$4.59K	0.01%	445
2024 Q4	$26.7K	Buy	331 +12	+4%	+$1.03K	0.01%	385
2024 Q3	$26.7K	Buy	+319	New	+$25.2K	0.01%	389
2023 Q2	–	Sell	-148	Closed	-$8.01K	–	684
2023 Q1	$8.01K	Buy	+148	New	+$9.63K	﹤0.01%	469
2020 Q2	–	Sell	-331	Closed	-$43.5K	–	519
2020 Q1	$37.9K	Hold	331	–	–	0.04%	237
2019 Q4	$46K	Buy	+331	New	+$44.4K	0.04%	253

Other funds holding FIS

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

JP Morgan Chase

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

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

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

Capital Research Global Investors

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return