Precedent Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Precedent Wealth Partners’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	$2.43M	Buy	51,857 +48,631	+1,507%	+$2.62M	0.49%	63
2025 Q4	$214K	Sell	3,226 -108	-3%	-$7.12K	0.05%	166
2025 Q3	$220K	Sell	3,334 -394	-11%	-$28.7K	0.05%	162
2025 Q2	$303K	Buy	3,728 +29	+0.8%	+$2.26K	0.07%	146
2025 Q1	$276K	Sell	3,699 -265	-7%	-$19.9K	0.08%	140
2024 Q4	$320K	Sell	3,964 -313	-7%	-$27K	0.1%	131
2024 Q3	$358K	Buy	4,277 +87	+2%	+$6.87K	0.12%	121
2024 Q2	$316K	Sell	4,190 -1,456	-26%	-$108K	0.13%	120
2024 Q1	$419K	Hold	5,646	–	–	0.18%	102
2023 Q4	$339K	Buy	+5,646	New	+$310K	0.17%	106

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return