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Optimize Financial’s Fidelity National Information Services FIS Stock Holding History

Optimize Financial’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
2026
Q1 		$434K Buy
+9,252
New +$498K 0.21% 167

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimize Financial's FIS Position: Q1 2026 in Review

Optimize Financial opened a new position in Fidelity National Information Services (FIS) in Q1 2026: 9,252 shares worth $434K. The stake represents 0.21% of the portfolio and ranks #167 among its holdings.

937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Optimize Financial held 9,252 shares of Fidelity National Information Services worth $434K as of Q1 2026.
  • Fidelity National Information Services was a new Optimize Financial position in Q1 2026.
  • Fidelity National Information Services made up 0.21% of Optimize Financial's portfolio in Q1 2026, its #167 holding.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.