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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.49K Sell
167
-4
-2% -$173 ﹤0.01% 929
2026
Q1
$8.02K Buy
+171
New +$9.2K ﹤0.01% 905

Other funds holding FIS

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

Cassaday & Co Wealth Management reduced its Fidelity National Information Services (FIS) stake by 2.3% in Q2 2026, selling an estimated $173 and leaving 167 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Cassaday & Co Wealth Management first reported a position in FIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.02K in Q1 2026. 860 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Cassaday & Co Wealth Management held 167 shares of Fidelity National Information Services worth $6.49K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 4 Fidelity National Information Services shares in Q2 2026, an estimated $173.
  • Fidelity National Information Services made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #929 holding.
  • Cassaday & Co Wealth Management first reported a position in Fidelity National Information Services in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Fidelity National Information Services position peaked at $8.02K in Q1 2026.
  • 860 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.