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

Golden State 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 Q2	–	Sell	-31	Closed	-$2.31K	–	1597
2025 Q1	$2.31K	Hold	31	–	–	﹤0.01%	1293
2024 Q4	$2.5K	Buy	+31	New	+$2.67K	﹤0.01%	1226
2020 Q3	–	Sell	-3,661	Closed	-$233K	–	448
2020 Q2	$233K	Buy	3,661 +2,834	+343%	+$372K	0.06%	212
2020 Q1	$101K	Buy	+827	New	+$115K	0.04%	246
2019 Q4	–	Sell	-827	Closed	-$110K	–	351
2019 Q3	$110K	Buy	827 +1	+0.1%	+$133	0.04%	301
2019 Q2	$101K	Sell	826 -1	-0.1%	-$117	0.03%	326
2019 Q1	$94K	Buy	+827	New	+$88.2K	0.03%	328

Other funds holding FIS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Golden State Wealth Management's FIS Position: Q2 2025 in Review

Golden State Wealth Management sold out of Fidelity National Information Services (FIS) in Q2 2025, closing a stake of 31 shares — an estimated $2.31K sold.

Golden State Wealth Management first reported a position in FIS in Q1 2019 and held it in 7 quarters. The position peaked at $233K in Q2 2020. 1,038 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

Golden State Wealth Management reported no remaining Fidelity National Information Services position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 31 Fidelity National Information Services shares in Q2 2025, an estimated $2.31K.
Golden State Wealth Management first reported a position in Fidelity National Information Services in Q1 2019 and held it in 7 quarters.
Golden State Wealth Management's Fidelity National Information Services position peaked at $233K in Q2 2020.
1,038 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.