SOA Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

SOA Wealth 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
2026 Q1	$53	Hold	1	–	–	﹤0.01%	851
2025 Q4	$74	Sell	1 -2	-67%	-$132	﹤0.01%	841
2025 Q3	$219	Hold	3	–	–	﹤0.01%	835
2025 Q2	$268	Hold	3	–	–	﹤0.01%	812
2025 Q1	$245	Hold	3	–	–	﹤0.01%	821
2024 Q4	$264	Hold	3	–	–	﹤0.01%	808
2024 Q3	$272	Hold	3	–	–	﹤0.01%	778
2024 Q2	$244	Sell	3 -1	-25%	-$74	﹤0.01%	796
2024 Q1	$313	Hold	4	–	–	﹤0.01%	831
2023 Q4	$252	Hold	4	–	–	﹤0.01%	838
2023 Q3	$231	Hold	4	–	–	﹤0.01%	867
2023 Q2	$227	Sell	4 -40	-91%	-$2.2K	﹤0.01%	871
2023 Q1	$2.4K	Hold	44	–	–	﹤0.01%	707
2022 Q4	$2.99K	Hold	44	–	–	﹤0.01%	687
2022 Q3	$3K	Hold	44	–	–	﹤0.01%	659
2022 Q2	$4K	Sell	44 -49	-53%	-$4.87K	﹤0.01%	612
2022 Q1	$9K	Hold	93	–	–	﹤0.01%	604
2021 Q4	$10K	Hold	93	–	–	﹤0.01%	569
2021 Q3	$11K	Buy	93 +1	+1%	+$134	﹤0.01%	569
2021 Q2	$13K	Buy	92 +52	+130%	+$7.72K	﹤0.01%	523
2021 Q1	$5K	Hold	40	–	–	﹤0.01%	615
2020 Q4	$5K	Buy	+40	New	+$5.71K	﹤0.01%	608

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

SOA Wealth Advisors's FIS Position: Q1 2026 in Review

SOA Wealth Advisors held its Fidelity National Information Services (FIS) position steady in Q1 2026 at 1 share worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #851.

SOA Wealth Advisors first reported a position in FIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $13K in Q2 2021. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

SOA Wealth Advisors held 1 share of Fidelity National Information Services worth $53 as of Q1 2026.
SOA Wealth Advisors left its Fidelity National Information Services share count unchanged in Q1 2026.
Fidelity National Information Services made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #851 holding.
SOA Wealth Advisors first reported a position in Fidelity National Information Services in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Fidelity National Information Services position peaked at $13K in Q2 2021.
937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.