LFA
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Legacy Financial Advisors’s Fidelity National Information Services FIS Stock Holding History

Legacy Financial 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
Q3 		– Sell
-2,660
Closed -$217K – 427
2025
Q2 		$217K Buy
+2,660
New +$207K 0.03% 324
2022
Q2 		– Sell
-2,710
Closed -$272K – 235
2022
Q1 		$272K Buy
+2,710
New +$283K 0.06% 182
2019
Q2 		– Sell
-1,020
Closed -$115K – 394
2019
Q1 		$115K Buy
1,020
+444
+77% +$47.3K 0.04% 146
2018
Q4 		$59K Buy
576
+261
+83% +$27.2K 0.02% 209
2018
Q3 		$34K Hold
315
– – 0.01% 294
2018
Q2 		$34K Sell
315
-26
-8% -$2.65K 0.01% 291
2018
Q1 		$33K Sell
341
-96
-22% -$9.42K 0.01% 295
2017
Q4 		$41K Buy
+437
New +$41.1K 0.02% 271

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return