Center for Financial Planning’s Fidelity National Information Services FIS Stock Holding History

Center for Financial Planning’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	$155K	Sell	3,980 -740	-16%	-$32K	0.01%	196
2026 Q1	$221K	Buy	4,720 +105	+2%	+$5.65K	0.02%	163
2025 Q4	$307K	Sell	4,615 -629	-12%	-$41.5K	0.03%	136
2025 Q3	$346K	Buy	5,244 +845	+19%	+$61.6K	0.04%	135
2025 Q2	$358K	Buy	4,399 +101	+2%	+$7.86K	0.04%	130
2025 Q1	$321K	Buy	4,298 +543	+14%	+$40.8K	0.04%	127
2024 Q4	$303K	Buy	3,755 +138	+4%	+$11.9K	0.04%	127
2024 Q3	$303K	Buy	3,617 +3,471	+2,377%	+$274K	0.04%	122
2024 Q2	$11K	Hold	146	–	–	﹤0.01%	384
2024 Q1	$10.8K	Hold	146	–	–	﹤0.01%	399
2023 Q4	$8.77K	Hold	146	–	–	﹤0.01%	383
2023 Q3	$8.07K	Hold	146	–	–	﹤0.01%	379
2023 Q2	$7.99K	Hold	146	–	–	﹤0.01%	402
2023 Q1	$7.93K	Hold	146	–	–	﹤0.01%	384
2022 Q4	$9.91K	Hold	146	–	–	﹤0.01%	360
2022 Q3	$11K	Hold	146	–	–	﹤0.01%	346
2022 Q2	$13K	Hold	146	–	–	﹤0.01%	335
2022 Q1	$15K	Hold	146	–	–	﹤0.01%	336
2021 Q4	$16K	Hold	146	–	–	﹤0.01%	331
2021 Q3	$18K	Hold	146	–	–	﹤0.01%	310
2021 Q2	$21K	Sell	146 -31	-18%	-$4.6K	0.01%	302
2021 Q1	$25K	Hold	177	–	–	0.01%	284
2020 Q4	$25K	Hold	177	–	–	0.01%	260
2020 Q3	$26K	Hold	177	–	–	0.01%	243
2020 Q2	$24K	Sell	177 -112	-39%	-$14.7K	0.01%	242
2020 Q1	$35K	Buy	289 +112	+63%	+$15.6K	0.01%	206
2019 Q4	$25K	Buy	+177	New	+$23.7K	0.01%	242

Other funds holding FIS

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Center for Financial Planning's FIS Position: Q2 2026 in Review

Center for Financial Planning reduced its Fidelity National Information Services (FIS) stake by 16% in Q2 2026, selling an estimated $32K and leaving 3,980 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #196.

Center for Financial Planning first reported a position in FIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $358K in Q2 2025. 183 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

Center for Financial Planning held 3,980 shares of Fidelity National Information Services worth $155K as of Q2 2026.
Center for Financial Planning sold 740 Fidelity National Information Services shares in Q2 2026, an estimated $32K.
Fidelity National Information Services made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #196 holding.
Center for Financial Planning first reported a position in Fidelity National Information Services in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Fidelity National Information Services position peaked at $358K in Q2 2025.
183 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.