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

McClarren 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
Q2 		– Sell
-150
Closed -$11K – 159
2025
Q1 		$11K Buy
150
+1
+0.7% +$75 0.01% 210
2024
Q4 		$12K Hold
149
– – 0.03% 146
2024
Q3 		$12K Buy
149
+74
+99% +$5.84K ﹤0.01% 181
2024
Q2 		$11K Sell
75
-73
-49% -$5.4K 0.01% 241
2024
Q1 		$11K Buy
148
+1
+0.7% +$65 0.01% 236
2023
Q4 		$9K Buy
147
+2
+1% +$110 0.01% 272
2023
Q3 		$8K Buy
145
+1
+0.7% +$58 0.01% 260
2023
Q2 		$7K Buy
144
+2
+1% +$110 0.01% 268
2023
Q1 		$7K Buy
142
+1
+0.7% +$65 0.01% 256
2022
Q4 		$9K Buy
141
+1
+0.7% +$71 0.01% 250
2022
Q3 		$10K Buy
+140
New +$13K 0.01% 232
2022
Q2 		– Sell
-138
Closed -$13K – 103
2022
Q1 		$13K Sell
138
-1
-0.7% -$105 0.01% 198
2021
Q4 		$16K Buy
139
+2
+1% +$226 0.01% 209
2021
Q3 		$16K Hold
137
– – 0.01% 181
2021
Q2 		$19K Buy
+137
New +$20.3K 0.02% 181

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $751B AUM 38.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

McClarren Financial Advisors's FIS Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Fidelity National Information Services (FIS) in Q2 2025, closing a stake of 150 shares — an estimated $11K sold.

McClarren Financial Advisors first reported a position in FIS in Q2 2021 and held it in 15 quarters. The position peaked at $19K in Q2 2021. 1,038 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Fidelity National Information Services position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 150 Fidelity National Information Services shares in Q2 2025, an estimated $11K.
  • McClarren Financial Advisors first reported a position in Fidelity National Information Services in Q2 2021 and held it in 15 quarters.
  • McClarren Financial Advisors's Fidelity National Information Services position peaked at $19K in Q2 2021.
  • 1,038 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.