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Optimum Investment Advisors’s Fidelity National Information Services FIS Stock Holding History

Optimum Investment Advisors’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 		$26.4K Sell
400
-150
-27% -$10.9K 0.01% 415
2025
Q2 		$44.8K Sell
550
-100
-15% -$7.78K 0.02% 360
2025
Q1 		$48.5K Sell
650
-250
-28% -$18.8K 0.02% 337
2024
Q4 		$72.7K Hold
900
– – 0.03% 299
2024
Q3 		$75.4K Sell
900
-100
-10% -$7.9K 0.03% 308
2024
Q2 		$75.4K Sell
1,000
-100
-9% -$7.4K 0.03% 305
2024
Q1 		$81.6K Buy
1,100
+800
+267% +$52.1K 0.04% 296
2023
Q4 		$18K Sell
300
-200
-40% -$11K 0.01% 457
2023
Q3 		$27.6K Sell
500
-78
-13% -$4.49K 0.01% 432
2023
Q2 		$31.6K Sell
578
-185
-24% -$10.2K 0.02% 423
2023
Q1 		$41.5K Sell
763
-19
-2% -$1.24K 0.02% 394
2022
Q4 		$53.1K Sell
782
-1,076
-58% -$76.4K 0.03% 368
2022
Q3 		$140K Buy
1,858
+19
+1% +$1.77K 0.08% 224
2022
Q2 		$169K Hold
1,839
– – 0.08% 202
2022
Q1 		$185K Sell
1,839
-278
-13% -$29.1K 0.08% 217
2021
Q4 		$231K Sell
2,117
-100
-5% -$11.3K 0.09% 197
2021
Q3 		$270K Sell
2,217
-4,501
-67% -$604K 0.11% 176
2021
Q2 		$952K Sell
6,718
-3,468
-34% -$515K 0.3% 74
2021
Q1 		$1.43M Sell
10,186
-400
-4% -$54.6K 0.42% 52
2020
Q4 		$1.5M Hold
10,586
– – 0.45% 49
2020
Q3 		$1.56M Hold
10,586
– – 0.52% 44
2020
Q2 		$1.42M Buy
10,586
+2,031
+24% +$267K 0.49% 45
2020
Q1 		$1.04M Sell
8,555
-1,321
-13% -$183K 0.43% 56
2019
Q4 		$1.37M Sell
9,876
-333
-3% -$44.7K 0.41% 58
2019
Q3 		$1.35M Buy
+10,209
New +$1.36M 0.43% 53

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimum Investment Advisors's FIS Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Fidelity National Information Services (FIS) stake by 27% in Q3 2025, selling an estimated $10.9K and leaving 400 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #415.

Optimum Investment Advisors first reported a position in FIS in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.56M in Q3 2020. 987 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

  • Optimum Investment Advisors held 400 shares of Fidelity National Information Services worth $26.4K as of Q3 2025.
  • Optimum Investment Advisors sold 150 Fidelity National Information Services shares in Q3 2025, an estimated $10.9K.
  • Fidelity National Information Services made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #415 holding.
  • Optimum Investment Advisors first reported a position in Fidelity National Information Services in Q3 2019 and has held it in 25 quarters since.
  • Optimum Investment Advisors's Fidelity National Information Services position peaked at $1.56M in Q3 2020.
  • 987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.