Maia Wealth’s Fidelity National Information Services FIS Stock Holding History

Maia Wealth’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	-3,395	Closed	-$275K	–	308
2024 Q4	$275K	Sell	3,395 -541	-14%	-$46.6K	0.06%	244
2024 Q3	$356K	Sell	3,936 -1,239	-24%	-$97.8K	0.09%	179
2024 Q2	$394K	Buy	+5,175	New	+$383K	0.12%	136
2023 Q4	$825K	Buy	+13,737	New	+$754K	0.33%	60

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Maia Wealth's FIS Position: Q1 2025 in Review

Maia Wealth sold out of Fidelity National Information Services (FIS) in Q1 2025, closing a stake of 3,395 shares — an estimated $275K sold.

Maia Wealth first reported a position in FIS in Q4 2023 and held it in 4 quarters. The position peaked at $825K in Q4 2023. 1,025 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

Maia Wealth reported no remaining Fidelity National Information Services position as of Q1 2025 after selling out during the quarter.
Maia Wealth sold 3,395 Fidelity National Information Services shares in Q1 2025, an estimated $275K.
Maia Wealth first reported a position in Fidelity National Information Services in Q4 2023 and held it in 4 quarters.
Maia Wealth's Fidelity National Information Services position peaked at $825K in Q4 2023.
1,025 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.