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LifePlan Financial’s Fidelity National Information Services FIS Stock Holding History

LifePlan Financial’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
Q2 		– Sell
-4,861
Closed -$363K – 90
2025
Q1 		$363K Sell
4,861
-308
-6% -$23.2K 0.32% 73
2024
Q4 		$417K Sell
5,169
-5,154
-50% -$444K 0.37% 67
2024
Q3 		$865K Sell
10,323
-3,933
-28% -$311K 0.74% 40
2024
Q2 		$1.07M Sell
14,256
-2,554
-15% -$189K 0.99% 28
2024
Q1 		$1.25M Sell
16,810
-4,460
-21% -$290K 1.14% 25
2023
Q4 		$1.28M Buy
+21,270
New +$1.17M 1.28% 21

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

LifePlan Financial's FIS Position: Q2 2025 in Review

LifePlan Financial sold out of Fidelity National Information Services (FIS) in Q2 2025, closing a stake of 4,861 shares — an estimated $363K sold.

LifePlan Financial first reported a position in FIS in Q4 2023 and held it in 6 quarters. The position peaked at $1.28M in Q4 2023. 1,037 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

  • LifePlan Financial reported no remaining Fidelity National Information Services position as of Q2 2025 after selling out during the quarter.
  • LifePlan Financial sold 4,861 Fidelity National Information Services shares in Q2 2025, an estimated $363K.
  • LifePlan Financial first reported a position in Fidelity National Information Services in Q4 2023 and held it in 6 quarters.
  • LifePlan Financial's Fidelity National Information Services position peaked at $1.28M in Q4 2023.
  • 1,037 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on LifePlan Financial's 13F filing for Q2 2025, filed 9 Jul 2025.