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

Marcum 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 		$364K Sell
4,877
-24
-0.5% -$1.8K 0.03% 249
2024
Q4 		$396K Sell
4,901
-47
-0.9% -$4.05K 0.03% 227
2024
Q3 		$414K Buy
4,948
+281
+6% +$22.2K 0.04% 228
2024
Q2 		$352K Buy
4,667
+131
+3% +$9.7K 0.04% 244
2024
Q1 		$336K Sell
4,536
-3,060
-40% -$199K 0.03% 250
2023
Q4 		$456K Sell
7,596
-396
-5% -$21.7K 0.05% 195
2023
Q3 		$442K Sell
7,992
-14
-0.2% -$806 0.05% 193
2023
Q2 		$438K Sell
8,006
-111
-1% -$6.11K 0.05% 193
2023
Q1 		$441K Buy
8,117
+4,517
+125% +$294K 0.06% 194
2022
Q4 		$244K Sell
3,600
-2,985
-45% -$212K 0.03% 275
2022
Q3 		$498K Sell
6,585
-800
-11% -$74.5K 0.08% 155
2022
Q2 		$677K Sell
7,385
-394
-5% -$39.1K 0.1% 123
2022
Q1 		$781K Buy
7,779
+1,696
+28% +$177K 0.11% 123
2021
Q4 		$664K Sell
6,083
-1,260
-17% -$142K 0.09% 141
2021
Q3 		$893K Buy
7,343
+14
+0.2% +$1.88K 0.14% 102
2021
Q2 		$1.04M Sell
7,329
-3,880
-35% -$576K 0.17% 87
2021
Q1 		$1.58M Buy
11,209
+3,727
+50% +$509K 0.26% 47
2020
Q4 		$1.06M Sell
7,482
-678
-8% -$96.8K 0.25% 35
2020
Q3 		$1.2M Sell
8,160
-362
-4% -$52.3K 0.37% 36
2020
Q2 		$1.14M Sell
8,522
-190
-2% -$25K 0.35% 37
2020
Q1 		$1.06M Sell
8,712
-967
-10% -$134K 0.41% 24
2019
Q4 		$1.35M Buy
+9,679
New +$1.3M 0.5% 23

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marcum Wealth's FIS Position: Q1 2025 in Review

Marcum Wealth reduced its Fidelity National Information Services (FIS) stake by 0.49% in Q1 2025, selling an estimated $1.8K and leaving 4,877 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #249.

Marcum Wealth first reported a position in FIS in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.58M in Q1 2021. 1,026 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

  • Marcum Wealth held 4,877 shares of Fidelity National Information Services worth $364K as of Q1 2025.
  • Marcum Wealth sold 24 Fidelity National Information Services shares in Q1 2025, an estimated $1.8K.
  • Fidelity National Information Services made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #249 holding.
  • Marcum Wealth first reported a position in Fidelity National Information Services in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Fidelity National Information Services position peaked at $1.58M in Q1 2021.
  • 1,026 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.