West Oak Capital’s Fidelity National Information Services FIS Stock Holding History

West Oak Capital’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 Q3	$284K	Hold	4,300	–	–	0.11%	100
2025 Q2	$350K	Sell	4,300 -10,300	-71%	-$801K	0.14%	96
2025 Q1	$1.09M	Hold	14,600	–	–	0.42%	61
2024 Q4	$1.18M	Hold	14,600	–	–	0.42%	60
2024 Q3	$1.22M	Hold	14,600	–	–	0.23%	59
2024 Q2	$1.1M	Hold	14,600	–	–	0.44%	59
2024 Q1	$1.08M	Hold	14,600	–	–	0.46%	58
2023 Q4	$902K	Hold	14,600	–	–	0.42%	62
2023 Q3	$807K	Hold	14,600	–	–	0.4%	62
2023 Q2	$799K	Hold	14,600	–	–	0.39%	67
2023 Q1	$793K	Hold	14,600	–	–	0.4%	68
2022 Q4	$991K	Hold	14,600	–	–	0.52%	60
2022 Q3	$1.1M	Hold	14,600	–	–	0.6%	60
2022 Q2	$1.34M	Hold	14,600	–	–	0.7%	54
2022 Q1	$1.47M	Hold	14,600	–	–	0.66%	57
2021 Q4	$1.59M	Hold	14,600	–	–	0.59%	56
2021 Q3	$1.78M	Hold	14,600	–	–	0.69%	53
2021 Q2	$2.07M	Hold	14,600	–	–	0.82%	50
2021 Q1	$2.05M	Hold	14,600	–	–	0.88%	45
2020 Q4	$2.06M	Hold	14,600	–	–	0.96%	38
2020 Q3	$2.15M	Hold	14,600	–	–	1.18%	28
2020 Q2	$1.96M	Hold	14,600	–	–	1.11%	36
2020 Q1	$1.78M	Hold	14,600	–	–	1.22%	29
2019 Q4	$2.03M	Hold	14,600	–	–	1.14%	34
2019 Q3	$1.94M	Hold	14,600	–	–	1.14%	36
2019 Q2	$1.79M	Hold	14,600	–	–	1.07%	39
2019 Q1	$1.65M	Hold	14,600	–	–	1.03%	40
2018 Q4	$1.5M	Hold	14,600	–	–	1.06%	37
2018 Q3	$1.59M	Hold	14,600	–	–	0.92%	44
2018 Q2	$1.55M	Hold	14,600	–	–	0.94%	40
2018 Q1	$1.41M	Hold	14,600	–	–	0.83%	46
2017 Q4	$1.37M	Hold	14,600	–	–	0.84%	52
2017 Q3	$1.36M	Hold	14,600	–	–	0.81%	53
2017 Q2	$1.25M	Hold	14,600	–	–	0.76%	51
2017 Q1	$1.16M	Hold	14,600	–	–	0.72%	55
2016 Q4	$1.1M	Hold	14,600	–	–	0.74%	53
2016 Q3	$1.12M	Hold	14,600	–	–	0.77%	52
2016 Q2	$1.08M	Hold	14,600	–	–	0.78%	54
2016 Q1	$924K	Hold	14,600	–	–	0.71%	56
2015 Q4	$885K	Hold	14,600	–	–	0.69%	54
2015 Q3	$979K	Hold	14,600	–	–	0.79%	51
2015 Q2	$902K	Hold	14,600	–	–	0.67%	60
2015 Q1	$994K	Hold	14,600	–	–	0.73%	57
2014 Q4	$908K	Hold	14,600	–	–	0.66%	59
2014 Q3	$822K	Hold	14,600	–	–	0.62%	61
2014 Q2	$799K	Hold	14,600	–	–	0.58%	63
2014 Q1	$780K	Hold	14,600	–	–	0.57%	62
2013 Q4	$784K	Hold	14,600	–	–	0.58%	61
2013 Q3	$678K	Hold	14,600	–	–	0.53%	64
2013 Q2	$625K	Buy	+14,600	New	+$624K	0.52%	61

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

West Oak Capital's FIS Position: Q3 2025 in Review

West Oak Capital held its Fidelity National Information Services (FIS) position steady in Q3 2025 at 4,300 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #100.

West Oak Capital first reported a position in FIS in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.15M in Q3 2020. 987 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

West Oak Capital held 4,300 shares of Fidelity National Information Services worth $284K as of Q3 2025.
West Oak Capital left its Fidelity National Information Services share count unchanged in Q3 2025.
Fidelity National Information Services made up 0.11% of West Oak Capital's portfolio in Q3 2025, its #100 holding.
West Oak Capital first reported a position in Fidelity National Information Services in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Fidelity National Information Services position peaked at $2.15M in Q3 2020.
987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.