ViaWealth’s Fidelity National Information Services FIS Stock Holding History

ViaWealth’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	-4,563	Closed	-$214K	–	170
2026 Q1	$214K	Buy	4,563 +42	+0.9%	+$2.26K	0.12%	154
2025 Q4	$300K	Sell	4,521 -2,686	-37%	-$177K	0.17%	127
2025 Q3	$475K	Sell	7,207 -541	-7%	-$39.5K	0.26%	102
2025 Q2	$631K	Sell	7,748 -263	-3%	-$20.5K	0.37%	87
2025 Q1	$598K	Buy	8,011 +4,638	+138%	+$349K	0.37%	83
2024 Q4	$272K	Sell	3,373 -247	-7%	-$21.3K	0.16%	133
2024 Q3	$303K	Hold	3,620	–	–	0.18%	127
2024 Q2	$273K	Hold	3,620	–	–	0.17%	135
2024 Q1	$269K	Hold	3,620	–	–	0.17%	137
2023 Q4	$217K	Hold	3,620	–	–	0.15%	146
2023 Q3	$200K	Buy	+3,620	New	+$208K	0.15%	154
2023 Q1	–	Sell	-3,057	Closed	-$214K	–	153
2022 Q4	$214K	Buy	+3,057	New	+$217K	0.18%	147

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

ViaWealth's FIS Position: Q2 2026 in Review

ViaWealth sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 4,563 shares — an estimated $214K sold.

ViaWealth first reported a position in FIS in Q4 2022 and held it in 12 quarters. The position peaked at $631K in Q2 2025. 862 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

ViaWealth reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
ViaWealth sold 4,563 Fidelity National Information Services shares in Q2 2026, an estimated $214K.
ViaWealth first reported a position in Fidelity National Information Services in Q4 2022 and held it in 12 quarters.
ViaWealth's Fidelity National Information Services position peaked at $631K in Q2 2025.
862 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.