RWB
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RMR Wealth Builders’s Fidelity National Information Services FIS Stock Holding History

RMR Wealth Builders’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
Q4 		– Sell
-24,804
Closed -$1.64M – 282
2025
Q3 		$1.64M Buy
24,804
+2,264
+10% +$165K 0.14% 86
2025
Q2 		$1.83M Buy
22,540
+1,400
+7% +$109K 0.17% 80
2025
Q1 		$1.58M Buy
21,140
+4,796
+29% +$361K 0.17% 82
2024
Q4 		$1.32M Buy
16,344
+2,313
+16% +$199K 0.14% 87
2024
Q3 		$1.18M Sell
14,031
-842
-6% -$66.5K 0.12% 91
2024
Q2 		$1.12M Buy
14,873
+1,450
+11% +$107K 0.13% 91
2024
Q1 		$996K Buy
13,423
+2,408
+22% +$157K 0.12% 98
2023
Q4 		$662K Buy
11,015
+2,781
+34% +$153K 0.09% 117
2023
Q3 		$455K Buy
+8,234
New +$474K 0.07% 147
2021
Q4 		– Sell
-1,651
Closed -$201K – 152
2021
Q3 		$201K Hold
1,651
– – 0.06% 183
2021
Q2 		$234K Sell
1,651
-26
-2% -$3.86K 0.08% 156
2021
Q1 		$236K Hold
1,677
– – 0.06% 167
2020
Q4 		$237K Buy
1,677
+117
+8% +$16.7K 0.12% 140
2020
Q3 		$230K Buy
1,560
+183
+13% +$26.4K 0.06% 184
2020
Q2 		$185K Buy
+1,377
New +$181K 0.16% 118
2019
Q4 		$215K Buy
+1,545
New +$207K 0.21% 106

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

RMR Wealth Builders's FIS Position: Q4 2025 in Review

RMR Wealth Builders sold out of Fidelity National Information Services (FIS) in Q4 2025, closing a stake of 24,804 shares — an estimated $1.64M sold.

RMR Wealth Builders first reported a position in FIS in Q4 2019 and held it in 16 quarters. The position peaked at $1.83M in Q2 2025. 993 funds tracked by Wall St. Rank hold FIS as of Q4 2025.

  • RMR Wealth Builders reported no remaining Fidelity National Information Services position as of Q4 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 24,804 Fidelity National Information Services shares in Q4 2025, an estimated $1.64M.
  • RMR Wealth Builders first reported a position in Fidelity National Information Services in Q4 2019 and held it in 16 quarters.
  • RMR Wealth Builders's Fidelity National Information Services position peaked at $1.83M in Q2 2025.
  • 993 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.