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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
Q2 		$358K Sell
9,220
-32
-0.3% -$1.39K 0.13% 233
2026
Q1 		$434K Buy
+9,252
New +$498K 0.21% 167

Other funds holding FIS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimize Financial's FIS Position: Q2 2026 in Review

Optimize Financial reduced its Fidelity National Information Services (FIS) stake by 0.35% in Q2 2026, selling an estimated $1.39K and leaving 9,220 shares worth $358K. The position accounts for 0.13% of the portfolio, ranked #233.

Optimize Financial first reported a position in FIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $434K in Q1 2026. 860 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Optimize Financial held 9,220 shares of Fidelity National Information Services worth $358K as of Q2 2026.
  • Optimize Financial sold 32 Fidelity National Information Services shares in Q2 2026, an estimated $1.39K.
  • Fidelity National Information Services made up 0.13% of Optimize Financial's portfolio in Q2 2026, its #233 holding.
  • Optimize Financial first reported a position in Fidelity National Information Services in Q1 2026 and has held it in 2 quarters since.
  • Optimize Financial's Fidelity National Information Services position peaked at $434K in Q1 2026.
  • 860 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.