AWM
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Abound Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Abound Wealth Management’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
-40
Closed -$1.88K – 1441
2026
Q1 		$1.88K Sell
40
-8
-17% -$430 ﹤0.01% 915
2025
Q4 		$3.19K Hold
48
– – ﹤0.01% 772
2025
Q3 		$3.17K Sell
48
-19
-28% -$1.39K ﹤0.01% 736
2025
Q2 		$5.46K Hold
67
– – ﹤0.01% 556
2025
Q1 		$5.01K Sell
67
-32
-32% -$2.41K ﹤0.01% 536
2024
Q4 		$8.01K Buy
99
+2
+2% +$172 ﹤0.01% 435
2024
Q3 		$8.13K Buy
97
+19
+24% +$1.5K ﹤0.01% 452
2024
Q2 		$5.88K Sell
78
-7
-8% -$518 ﹤0.01% 465
2024
Q1 		$6.32K Sell
85
-3
-3% -$195 ﹤0.01% 463
2023
Q4 		$5.3K Buy
88
+1
+1% +$55 ﹤0.01% 488
2023
Q3 		$4.82K Hold
87
– – ﹤0.01% 470
2023
Q2 		$4.76K Buy
87
+15
+21% +$825 ﹤0.01% 493
2023
Q1 		$3.91K Sell
72
-9
-11% -$586 ﹤0.01% 465
2022
Q4 		$5.5K Sell
81
-59
-42% -$4.19K ﹤0.01% 334
2022
Q3 		$10.6K Buy
+140
New +$13K 0.01% 268

Other funds holding FIS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's FIS Position: Q2 2026 in Review

Abound Wealth Management sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 40 shares — an estimated $1.88K sold.

Abound Wealth Management first reported a position in FIS in Q3 2022 and held it in 15 quarters. The position peaked at $10.6K in Q3 2022. 863 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Abound Wealth Management reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 40 Fidelity National Information Services shares in Q2 2026, an estimated $1.88K.
  • Abound Wealth Management first reported a position in Fidelity National Information Services in Q3 2022 and held it in 15 quarters.
  • Abound Wealth Management's Fidelity National Information Services position peaked at $10.6K in Q3 2022.
  • 863 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.