NewSquare Capital’s Fidelity National Information Services FIS Stock Holding History

NewSquare Capital’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	-357	Closed	-$29.1K	–	550
2025 Q2	$29.1K	Buy	357 +191	+115%	+$14.9K	﹤0.01%	397
2025 Q1	$12.4K	Buy	166 +146	+730%	+$11K	﹤0.01%	486
2024 Q4	$1.61K	Buy	+20	New	+$1.72K	﹤0.01%	583
2023 Q4	–	Sell	-1	Closed	-$55	–	544
2023 Q3	$55	Sell	1 -10	-91%	-$576	﹤0.01%	579
2023 Q2	$602	Sell	11 -376	-97%	-$20.7K	﹤0.01%	664
2023 Q1	$21K	Buy	387 +373	+2,664%	+$24.3K	﹤0.01%	264
2022 Q4	$950	Buy	14 +1	+8%	+$71	﹤0.01%	583
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	387
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	347
2022 Q1	$1K	Buy	+13	New	+$1.36K	﹤0.01%	356
2016 Q4	–	Sell	-58	Closed	-$4K	–	368
2016 Q3	$4K	Buy	+58	New	+$4.53K	﹤0.01%	348

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

NewSquare Capital's FIS Position: Q3 2025 in Review

NewSquare Capital sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 357 shares — an estimated $29.1K sold.

NewSquare Capital first reported a position in FIS in Q3 2016 and held it in 11 quarters. The position peaked at $29.1K in Q2 2025. 988 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

NewSquare Capital reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 357 Fidelity National Information Services shares in Q3 2025, an estimated $29.1K.
NewSquare Capital first reported a position in Fidelity National Information Services in Q3 2016 and held it in 11 quarters.
NewSquare Capital's Fidelity National Information Services position peaked at $29.1K in Q2 2025.
988 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.