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

Compass 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 Q1	$2.99M	Sell	63,769 -16,041	-20%	-$863K	0.74%	54
2025 Q4	$5.3M	Buy	79,810 +1,468	+2%	+$96.8K	1.32%	31
2025 Q3	$5.17M	Buy	78,342 +326	+0.4%	+$23.8K	1.15%	29
2025 Q2	$6.35M	Buy	78,016 +222	+0.3%	+$17.3K	1.51%	16
2025 Q1	$5.81M	Buy	77,794 +9,251	+13%	+$696K	1.48%	16
2024 Q4	$5.54M	Buy	68,543 +226	+0.3%	+$19.5K	1.33%	21
2024 Q3	$5.72M	Sell	68,317 -250	-0.4%	-$19.7K	1.35%	24
2024 Q2	$5.17M	Sell	68,567 -1,098	-2%	-$81.3K	1.28%	24
2024 Q1	$5.17M	Buy	69,665 +2,602	+4%	+$169K	1.29%	23
2023 Q4	$4.03M	Buy	67,063 +28,288	+73%	+$1.55M	1.12%	29
2023 Q3	$2.14M	Buy	+38,775	New	+$2.23M	0.67%	50

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Compass Wealth Management's FIS Position: Q1 2026 in Review

Compass Wealth Management reduced its Fidelity National Information Services (FIS) stake by 20% in Q1 2026, selling an estimated $863K and leaving 63,769 shares worth $2.99M. The position accounts for 0.74% of the portfolio, ranked #54.

Compass Wealth Management first reported a position in FIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.35M in Q2 2025. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

Compass Wealth Management held 63,769 shares of Fidelity National Information Services worth $2.99M as of Q1 2026.
Compass Wealth Management sold 16,041 Fidelity National Information Services shares in Q1 2026, an estimated $863K.
Fidelity National Information Services made up 0.74% of Compass Wealth Management's portfolio in Q1 2026, its #54 holding.
Compass Wealth Management first reported a position in Fidelity National Information Services in Q3 2023 and has held it in 11 quarters since.
Compass Wealth Management's Fidelity National Information Services position peaked at $6.35M in Q2 2025.
937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.