Trifecta Capital Advisors’s Fidelity National Information Services FIS Stock Holding History

Trifecta Capital 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
2025 Q4	–	Sell	-21	Closed	-$1.39K	–	336
2025 Q3	$1.39K	Hold	21	–	–	﹤0.01%	381
2025 Q2	$1.71K	Hold	21	–	–	﹤0.01%	362
2025 Q1	$1.57K	Sell	21 -192	-90%	-$14.4K	﹤0.01%	332
2024 Q4	$17.2K	Hold	213	–	–	﹤0.01%	195
2024 Q3	$17.8K	Hold	213	–	–	﹤0.01%	197
2024 Q2	$16.1K	Buy	213 +192	+914%	+$14.2K	﹤0.01%	201
2024 Q1	$1.56K	Buy	21 +5	+31%	+$326	﹤0.01%	332
2023 Q4	$962	Sell	16 -18	-53%	-$988	﹤0.01%	400
2023 Q3	$1.88K	Hold	34	–	–	﹤0.01%	316
2023 Q2	$1.86K	Buy	34 +18	+113%	+$990	﹤0.01%	316
2023 Q1	$870	Buy	16 +8	+100%	+$521	﹤0.01%	379
2022 Q4	$543	Buy	+8	New	+$568	﹤0.01%	425

Other funds holding FIS

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Trifecta Capital Advisors's FIS Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Fidelity National Information Services (FIS) in Q4 2025, closing a stake of 21 shares — an estimated $1.39K sold.

Trifecta Capital Advisors first reported a position in FIS in Q4 2022 and held it in 12 quarters. The position peaked at $17.8K in Q3 2024. 993 funds tracked by Wall St. Rank hold FIS as of Q4 2025.

Trifecta Capital Advisors reported no remaining Fidelity National Information Services position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 21 Fidelity National Information Services shares in Q4 2025, an estimated $1.39K.
Trifecta Capital Advisors first reported a position in Fidelity National Information Services in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Fidelity National Information Services position peaked at $17.8K in Q3 2024.
993 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.