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 Q2	–	Sell	-1	Closed	-$53	–	911
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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

SOA Wealth Advisors's FIS Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 1 share — an estimated $53 sold.

SOA Wealth Advisors first reported a position in FIS in Q4 2020 and held it in 22 quarters. The position peaked at $13K in Q2 2021. 860 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

SOA Wealth Advisors reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 1 Fidelity National Information Services share in Q2 2026, an estimated $53.
SOA Wealth Advisors first reported a position in Fidelity National Information Services in Q4 2020 and held it in 22 quarters.
SOA Wealth Advisors's Fidelity National Information Services position peaked at $13K in Q2 2021.
860 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.