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GWN Securities’s Fidelity National Information Services FIS Stock Holding History

GWN Securities’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
-3,892
Closed -$291K – 514
2025
Q1 		$291K Buy
+3,892
New +$293K 0.02% 579

Other funds holding FIS

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
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
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

GWN Securities's FIS Position: Q2 2025 in Review

GWN Securities sold out of Fidelity National Information Services (FIS) in Q2 2025, closing a stake of 3,892 shares — an estimated $291K sold.

GWN Securities first reported a position in FIS in Q1 2025 and held it in 1 quarter. The position peaked at $291K in Q1 2025. 1,036 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

  • GWN Securities reported no remaining Fidelity National Information Services position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 3,892 Fidelity National Information Services shares in Q2 2025, an estimated $291K.
  • GWN Securities first reported a position in Fidelity National Information Services in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Fidelity National Information Services position peaked at $291K in Q1 2025.
  • 1,036 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.