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

IMA Advisory Services’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 Q3	–	Sell	-5	Closed	-$407	–	559
2025 Q2	$407	Buy	+5	New	+$389	﹤0.01%	408
2023 Q4	–	Sell	-41	Closed	-$2.27K	–	132
2023 Q3	$2.27K	Hold	41	–	–	﹤0.01%	271
2023 Q2	$2.24K	Hold	41	–	–	﹤0.01%	275
2023 Q1	$2.23K	Hold	41	–	–	﹤0.01%	279
2022 Q4	$2.78K	Hold	41	–	–	﹤0.01%	302
2022 Q3	$3K	Hold	41	–	–	﹤0.01%	290
2022 Q2	$4K	Hold	41	–	–	﹤0.01%	288
2022 Q1	$4K	Hold	41	–	–	﹤0.01%	271
2021 Q4	$4K	Hold	41	–	–	﹤0.01%	286
2021 Q3	$5K	Hold	41	–	–	﹤0.01%	258
2021 Q2	$6K	Hold	41	–	–	﹤0.01%	249
2021 Q1	$6K	Hold	41	–	–	﹤0.01%	252
2020 Q4	$6K	Sell	41 -36	-47%	-$5.14K	﹤0.01%	243
2020 Q3	$11K	Buy	77 +36	+88%	+$5.2K	﹤0.01%	205
2020 Q2	$5K	Hold	41	–	–	﹤0.01%	224
2020 Q1	$5K	Hold	41	–	–	﹤0.01%	222
2019 Q4	$6K	Hold	41	–	–	﹤0.01%	239
2019 Q3	$5K	Hold	41	–	–	﹤0.01%	248
2019 Q2	$5K	Hold	41	–	–	﹤0.01%	236
2019 Q1	$5K	Hold	41	–	–	﹤0.01%	235
2018 Q4	$4K	Hold	41	–	–	﹤0.01%	257
2018 Q3	$4K	Hold	41	–	–	﹤0.01%	265
2018 Q2	$4K	Buy	+41	New	+$4.17K	﹤0.01%	344

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IMA Advisory Services's FIS Position: Q3 2025 in Review

IMA Advisory Services sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 5 shares — an estimated $407 sold.

IMA Advisory Services first reported a position in FIS in Q2 2018 and held it in 23 quarters. The position peaked at $11K in Q3 2020. 987 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

IMA Advisory Services reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
IMA Advisory Services sold 5 Fidelity National Information Services shares in Q3 2025, an estimated $407.
IMA Advisory Services first reported a position in Fidelity National Information Services in Q2 2018 and held it in 23 quarters.
IMA Advisory Services's Fidelity National Information Services position peaked at $11K in Q3 2020.
987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on IMA Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.