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Bartlett & Co Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Bartlett & Co 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 		$56.8K Sell
1,460
-360
-20% -$15.6K ﹤0.01% 715
2026
Q1 		$86K Buy
1,820
+170
+10% +$9.14K ﹤0.01% 595
2025
Q4 		$110K Sell
1,650
-506
-23% -$33.4K ﹤0.01% 546
2025
Q3 		$142K Buy
2,156
+42
+2% +$3.06K ﹤0.01% 495
2025
Q2 		$172K Sell
2,114
-1,091
-34% -$84.9K ﹤0.01% 464
2025
Q1 		$239K Sell
3,205
-253
-7% -$19K ﹤0.01% 424
2024
Q4 		$279K Buy
3,458
+998
+41% +$85.9K ﹤0.01% 400
2024
Q3 		$206K Sell
2,460
-10
-0.4% -$790 ﹤0.01% 439
2024
Q2 		$186K Sell
2,470
-902
-27% -$66.8K ﹤0.01% 444
2024
Q1 		$250K Sell
3,372
-690
-17% -$44.9K ﹤0.01% 430
2023
Q4 		$247K Sell
4,062
-3,794
-48% -$208K ﹤0.01% 445
2023
Q3 		$434K Sell
7,856
-35,095
-82% -$2.02M 0.01% 352
2023
Q2 		$2.35M Sell
42,951
-47,365
-52% -$2.61M 0.04% 183
2023
Q1 		$4.9M Sell
90,316
-109,834
-55% -$7.15M 0.09% 129
2022
Q4 		$13.6M Sell
200,150
-99,258
-33% -$7.05M 0.27% 78
2022
Q3 		$22.6M Sell
299,408
-32,054
-10% -$2.98M 0.49% 59
2022
Q2 		$30.4M Buy
331,462
+2,801
+0.9% +$278K 0.62% 52
2022
Q1 		$33M Buy
328,661
+9,454
+3% +$989K 0.58% 55
2021
Q4 		$34.8M Sell
319,207
-14,520
-4% -$1.64M 0.59% 52
2021
Q3 		$40.6M Buy
333,727
+52,089
+18% +$6.99M 0.77% 46
2021
Q2 		$39.9M Buy
281,638
+6,767
+2% +$1M 0.76% 48
2021
Q1 		$38.6M Buy
274,871
+29,014
+12% +$3.96M 0.78% 47
2020
Q4 		$34.8M Buy
245,857
+5,071
+2% +$724K 0.74% 50
2020
Q3 		$35.4M Buy
240,786
+6,181
+3% +$893K 0.83% 43
2020
Q2 		$31.5M Buy
234,605
+15,979
+7% +$2.1M 0.82% 43
2020
Q1 		$26.6M Buy
218,626
+24,828
+13% +$3.45M 0.81% 42
2019
Q4 		$27M Buy
193,798
+5,985
+3% +$803K 0.66% 49
2019
Q3 		$24.9M Buy
187,813
+187,799
+1,341,421% +$24.9M 0.65% 50
2019
Q2 		$1.72K Buy
+14
New +$1.64K ﹤0.01% 683

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 $3.37T AUM 44.26% 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

Bartlett & Co Wealth Management's FIS Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Fidelity National Information Services (FIS) stake by 20% in Q2 2026, selling an estimated $15.6K and leaving 1,460 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Bartlett & Co Wealth Management first reported a position in FIS in Q2 2019 and has held it in 29 quarters since. The position peaked at $40.6M in Q3 2021. 860 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,460 shares of Fidelity National Information Services worth $56.8K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 360 Fidelity National Information Services shares in Q2 2026, an estimated $15.6K.
  • Fidelity National Information Services made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #715 holding.
  • Bartlett & Co Wealth Management first reported a position in Fidelity National Information Services in Q2 2019 and has held it in 29 quarters since.
  • Bartlett & Co Wealth Management's Fidelity National Information Services position peaked at $40.6M in Q3 2021.
  • 860 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.