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

Heartwood 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
2025 Q4	–	Sell	-19	Closed	-$1.25K	–	352
2025 Q3	$1.25K	Buy	+19	New	+$1.39K	﹤0.01%	537

Other funds holding FIS

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Heartwood Wealth Advisors's FIS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q4 2025, closing a stake of 19 shares — an estimated $1.25K sold.

Heartwood Wealth Advisors first reported a position in FIS in Q3 2025 and held it in 1 quarter. The position peaked at $1.25K in Q3 2025. 993 funds tracked by Wall St. Rank hold FIS as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Fidelity National Information Services position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 19 Fidelity National Information Services shares in Q4 2025, an estimated $1.25K.
Heartwood Wealth Advisors first reported a position in Fidelity National Information Services in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Fidelity National Information Services position peaked at $1.25K in Q3 2025.
993 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.