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

Kingsview 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
Q1 		– Sell
-2,936
Closed -$237K – 1120
2024
Q4 		$237K Buy
2,936
+88
+3% +$7.58K ﹤0.01% 991
2024
Q3 		$239K Sell
2,848
-30,865
-92% -$2.44M 0.01% 962
2024
Q2 		$2.54M Sell
33,713
-9,096
-21% -$673K 0.06% 290
2024
Q1 		$3.18M Sell
42,809
-720
-2% -$46.9K 0.08% 240
2023
Q4 		$2.61M Sell
43,529
-28,552
-40% -$1.57M 0.08% 228
2023
Q3 		$3.98M Buy
+72,081
New +$4.15M 0.14% 168
2023
Q1 		– Sell
-3,752
Closed -$255K – 906
2022
Q4 		$255K Sell
3,752
-2,187
-37% -$155K 0.01% 722
2022
Q3 		$449K Buy
+5,939
New +$553K 0.02% 525
2021
Q3 		– Sell
-3,247
Closed -$467K – 921
2021
Q2 		$467K Sell
3,247
-265
-8% -$39.4K 0.02% 576
2021
Q1 		$506K Buy
3,512
+337
+11% +$46K 0.03% 504
2020
Q4 		$449K Buy
3,175
+919
+41% +$131K 0.03% 467
2020
Q3 		$332K Sell
2,256
-207
-8% -$29.9K 0.03% 454
2020
Q2 		$330K Buy
2,463
+30
+1% +$3.94K 0.03% 420
2020
Q1 		$296K Buy
+2,433
New +$338K 0.04% 364

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kingsview Wealth Management's FIS Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2025, closing a stake of 2,936 shares — an estimated $237K sold.

Kingsview Wealth Management first reported a position in FIS in Q1 2020 and held it in 14 quarters. The position peaked at $3.98M in Q3 2023. 1,028 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

  • Kingsview Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 2,936 Fidelity National Information Services shares in Q1 2025, an estimated $237K.
  • Kingsview Wealth Management first reported a position in Fidelity National Information Services in Q1 2020 and held it in 14 quarters.
  • Kingsview Wealth Management's Fidelity National Information Services position peaked at $3.98M in Q3 2023.
  • 1,028 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.