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Clearstead Advisors’s Fidelity National Information Services FIS Stock Holding History

Clearstead Advisors’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 		$26K Buy
668
+181
+37% +$7.83K ﹤0.01% 1718
2026
Q1 		$22.8K Sell
487
-3,972
-89% -$214K ﹤0.01% 1427
2025
Q4 		$296K Buy
4,459
+947
+27% +$62.4K ﹤0.01% 824
2025
Q3 		$232K Sell
3,512
-274
-7% -$20K ﹤0.01% 844
2025
Q2 		$308K Buy
3,786
+2,858
+308% +$222K ﹤0.01% 750
2025
Q1 		$69.3K Sell
928
-358
-28% -$26.9K ﹤0.01% 1087
2024
Q4 		$104K Sell
1,286
-2,657
-67% -$229K ﹤0.01% 1021
2024
Q3 		$330K Buy
3,943
+2,510
+175% +$198K 0.01% 689
2024
Q2 		$108K Buy
1,433
+680
+90% +$50.3K ﹤0.01% 982
2024
Q1 		$57K Sell
753
-22
-3% -$1.43K ﹤0.01% 733
2023
Q4 		$46.5K Sell
775
-141
-15% -$7.74K ﹤0.01% 756
2023
Q3 		$50.6K Sell
916
-18
-2% -$1.04K ﹤0.01% 694
2023
Q2 		$51.1K Sell
934
-2,387
-72% -$131K ﹤0.01% 727
2023
Q1 		$180K Sell
3,321
-495
-13% -$32.2K 0.01% 409
2022
Q4 		$259K Sell
3,816
-518
-12% -$36.8K 0.02% 352
2022
Q3 		$327K Buy
4,334
+746
+21% +$69.5K 0.03% 293
2022
Q2 		$329K Sell
3,588
-4,103
-53% -$408K 0.03% 299
2022
Q1 		$772K Buy
7,691
+4,468
+139% +$467K 0.05% 209
2021
Q4 		$352K Buy
3,223
+1,775
+123% +$201K 0.02% 307
2021
Q3 		$176K Buy
1,448
+458
+46% +$61.4K 0.01% 388
2021
Q2 		$140K Hold
990
– – 0.01% 394
2021
Q1 		$139K Hold
990
– – 0.01% 383
2020
Q4 		$140K Sell
990
-66
-6% -$9.42K 0.01% 363
2020
Q3 		$155K Buy
1,056
+66
+7% +$9.54K 0.02% 310
2020
Q2 		$133K Hold
990
– – 0.02% 317
2020
Q1 		$120K Buy
+990
New +$137K 0.02% 306

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

Clearstead Advisors's FIS Position: Q2 2026 in Review

Clearstead Advisors increased its Fidelity National Information Services (FIS) stake by 37% in Q2 2026, buying an estimated $7.83K and bringing the position to 668 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Clearstead Advisors first reported a position in FIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $772K in Q1 2022. 856 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Clearstead Advisors held 668 shares of Fidelity National Information Services worth $26K as of Q2 2026.
  • Clearstead Advisors bought 181 Fidelity National Information Services shares in Q2 2026, an estimated $7.83K.
  • Fidelity National Information Services made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1718 holding.
  • Clearstead Advisors first reported a position in Fidelity National Information Services in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Fidelity National Information Services position peaked at $772K in Q1 2022.
  • 856 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.