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Mowery & Schoenfeld Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Mowery & Schoenfeld 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
Q4 		– Sell
-47
Closed -$3.1K – 484
2025
Q3 		$3.1K Hold
47
– – 0.01% 315
2025
Q2 		$3.83K Hold
47
– – 0.01% 296
2025
Q1 		$3.51K Sell
47
-7
-13% -$526 0.01% 353
2024
Q4 		$4.36K Buy
+54
New +$4.65K 0.01% 318

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mowery & Schoenfeld Wealth Management's FIS Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2025, closing a stake of 47 shares — an estimated $3.1K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FIS in Q4 2024 and held it in 4 quarters. The position peaked at $4.36K in Q4 2024. 995 funds tracked by Wall St. Rank hold FIS as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 47 Fidelity National Information Services shares in Q4 2025, an estimated $3.1K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Fidelity National Information Services in Q4 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Fidelity National Information Services position peaked at $4.36K in Q4 2024.
  • 995 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.