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GoalVest Advisory’s Fidelity National Information Services FIS Stock Holding History

GoalVest Advisory’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
-495
Closed -$32.9K – 486
2025
Q4 		$32.9K Buy
+495
New +$32.6K 0.01% 284
2025
Q2 		– Sell
-80
Closed -$5.97K – 422
2025
Q1 		$5.97K Buy
80
+3
+4% +$226 ﹤0.01% 287
2024
Q4 		$6.22K Buy
+77
New +$6.63K ﹤0.01% 301

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 $3.37T AUM 44.26% 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

GoalVest Advisory's FIS Position: Q1 2026 in Review

GoalVest Advisory sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 495 shares — an estimated $32.9K sold.

GoalVest Advisory first reported a position in FIS in Q4 2024 and held it in 3 quarters. The position peaked at $32.9K in Q4 2025. 942 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • GoalVest Advisory reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 495 Fidelity National Information Services shares in Q1 2026, an estimated $32.9K.
  • GoalVest Advisory first reported a position in Fidelity National Information Services in Q4 2024 and held it in 3 quarters.
  • GoalVest Advisory's Fidelity National Information Services position peaked at $32.9K in Q4 2025.
  • 942 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.