Modera Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Modera Wealth Management’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	-2,848	Closed	-$232K	–	656
2025 Q2	$232K	Sell	2,848 -109	-4%	-$8.48K	﹤0.01%	593
2025 Q1	$221K	Sell	2,957 -33	-1%	-$2.48K	﹤0.01%	580
2024 Q4	$242K	Buy	2,990 +137	+5%	+$11.8K	﹤0.01%	557
2024 Q3	$239K	Buy	2,853 +40	+1%	+$3.16K	﹤0.01%	544
2024 Q2	$212K	Sell	2,813 -195	-6%	-$14.4K	﹤0.01%	536
2024 Q1	$223K	Buy	+3,008	New	+$196K	﹤0.01%	528
2022 Q1	–	Sell	-3,807	Closed	-$415K	–	441
2021 Q4	$415K	Buy	+3,807	New	+$430K	0.02%	320

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 $3.38T AUM 44.17% 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

Modera Wealth Management's FIS Position: Q3 2025 in Review

Modera Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 2,848 shares — an estimated $232K sold.

Modera Wealth Management first reported a position in FIS in Q4 2021 and held it in 7 quarters. The position peaked at $415K in Q4 2021. 988 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

Modera Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
Modera Wealth Management sold 2,848 Fidelity National Information Services shares in Q3 2025, an estimated $232K.
Modera Wealth Management first reported a position in Fidelity National Information Services in Q4 2021 and held it in 7 quarters.
Modera Wealth Management's Fidelity National Information Services position peaked at $415K in Q4 2021.
988 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.