Simplicity Wealth’s Fidelity National Information Services FIS Stock Holding History

Simplicity Wealth’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	-6,333	Closed	-$418K	–	723
2025 Q3	$418K	Sell	6,333 -781	-11%	-$57K	0.02%	485
2025 Q2	$579K	Buy	7,114 +1,585	+29%	+$123K	0.02%	423
2025 Q1	$413K	Buy	5,529 +2,095	+61%	+$158K	0.03%	371
2024 Q4	$277K	Buy	+3,434	New	+$296K	0.06%	253
2024 Q3	–	Sell	-121,409	Closed	-$9.15M	–	742
2024 Q2	$9.15M	Buy	121,409 +3,112	+3%	+$230K	0.21%	97
2024 Q1	$8.78M	Buy	+118,297	New	+$7.7M	0.21%	94

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 $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Simplicity Wealth's FIS Position: Q4 2025 in Review

Simplicity Wealth sold out of Fidelity National Information Services (FIS) in Q4 2025, closing a stake of 6,333 shares — an estimated $418K sold.

Simplicity Wealth first reported a position in FIS in Q1 2024 and held it in 6 quarters. The position peaked at $9.15M in Q2 2024. 993 funds tracked by Wall St. Rank hold FIS as of Q4 2025.

Simplicity Wealth reported no remaining Fidelity National Information Services position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 6,333 Fidelity National Information Services shares in Q4 2025, an estimated $418K.
Simplicity Wealth first reported a position in Fidelity National Information Services in Q1 2024 and held it in 6 quarters.
Simplicity Wealth's Fidelity National Information Services position peaked at $9.15M in Q2 2024.
993 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.