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 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

Legacy Financial Advisors's FIS Position: Q3 2025 in Review

Legacy Financial Advisors sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 2,660 shares — an estimated $217K sold.

Legacy Financial Advisors first reported a position in FIS in Q4 2017 and held it in 8 quarters. The position peaked at $272K in Q1 2022. 987 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

Legacy Financial Advisors reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
Legacy Financial Advisors sold 2,660 Fidelity National Information Services shares in Q3 2025, an estimated $217K.
Legacy Financial Advisors first reported a position in Fidelity National Information Services in Q4 2017 and held it in 8 quarters.
Legacy Financial Advisors's Fidelity National Information Services position peaked at $272K in Q1 2022.
987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Legacy Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.