Shakespeare Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Shakespeare Wealth Management’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	-3,085	Closed	-$203K	–	106
2025 Q3	$203K	Buy	3,085 +2	+0.1%	+$146	0.05%	102
2025 Q2	$251K	Sell	3,083 -484	-14%	-$37.7K	0.07%	85
2025 Q1	$266K	Sell	3,567 -30	-0.8%	-$2.26K	0.07%	87
2024 Q4	$291K	Buy	3,597 +614	+21%	+$52.9K	0.08%	79
2024 Q3	$250K	Buy	+2,983	New	+$236K	0.07%	86
2021 Q3	–	Sell	-1,569	Closed	-$210K	–	78
2021 Q2	$210K	Hold	1,569	–	–	0.08%	71
2021 Q1	$221K	Sell	1,569 -336	-18%	-$45.9K	0.09%	68
2020 Q4	$269K	Buy	1,905 +1	+0.1%	+$143	0.12%	63
2020 Q3	$280K	Hold	1,904	–	–	0.15%	53
2020 Q2	$255K	Buy	1,904 +1	+0.1%	+$131	0.15%	53
2020 Q1	$232K	Hold	1,903	–	–	0.16%	51
2019 Q4	$265K	Hold	1,903	–	–	0.14%	64
2019 Q3	$253K	Buy	1,903 +1	+0.1%	+$133	0.15%	64
2019 Q2	$233K	Buy	+1,902	New	+$223K	0.15%	65

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Shakespeare Wealth Management's FIS Position: Q4 2025 in Review

Shakespeare Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2025, closing a stake of 3,085 shares — an estimated $203K sold.

Shakespeare Wealth Management first reported a position in FIS in Q2 2019 and held it in 14 quarters. The position peaked at $291K in Q4 2024. 995 funds tracked by Wall St. Rank hold FIS as of Q4 2025.

Shakespeare Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2025 after selling out during the quarter.
Shakespeare Wealth Management sold 3,085 Fidelity National Information Services shares in Q4 2025, an estimated $203K.
Shakespeare Wealth Management first reported a position in Fidelity National Information Services in Q2 2019 and held it in 14 quarters.
Shakespeare Wealth Management's Fidelity National Information Services position peaked at $291K in Q4 2024.
995 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2025.

Based on Shakespeare Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.