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Concord Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Concord Wealth Partners’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 		– Sell
-236
Closed -$15.7K – 401
2025
Q4 		$15.7K Buy
236
+49
+26% +$3.23K ﹤0.01% 482
2025
Q3 		$12.3K Buy
187
+75
+67% +$5.47K ﹤0.01% 513
2025
Q2 		$9.12K Sell
112
-88
-44% -$6.85K ﹤0.01% 554
2025
Q1 		$14.9K Sell
200
-238
-54% -$17.9K ﹤0.01% 464
2024
Q4 		$35.4K Buy
438
+1
+0.2% +$86 0.01% 383
2024
Q3 		$36.6K Buy
437
+146
+50% +$11.5K 0.01% 381
2024
Q2 		$21.9K Sell
291
-386
-57% -$28.6K ﹤0.01% 415
2024
Q1 		$50.2K Buy
677
+13
+2% +$846 0.01% 352
2023
Q4 		$39.9K Sell
664
-1,156
-64% -$63.4K 0.01% 383
2023
Q3 		$101K Buy
1,820
+25
+1% +$1.44K 0.02% 280
2023
Q2 		$98.2K Buy
1,795
+124
+7% +$6.82K 0.02% 276
2023
Q1 		$90.8K Buy
1,671
+802
+92% +$52.2K 0.03% 265
2022
Q4 		$59K Buy
+869
New +$61.7K 0.02% 349
2022
Q3 		– Sell
-792
Closed -$73K – 494
2022
Q2 		$73K Buy
792
+60
+8% +$5.96K 0.02% 311
2022
Q1 		$74K Sell
732
-31
-4% -$3.24K 0.02% 358
2021
Q4 		$83K Buy
763
+417
+121% +$47.1K 0.02% 337
2021
Q3 		$42K Sell
346
-41
-11% -$5.5K 0.02% 247
2021
Q2 		$55K Sell
387
-50
-11% -$7.43K 0.02% 339
2021
Q1 		$61K Buy
437
+245
+128% +$33.5K 0.02% 303
2020
Q4 		$27K Buy
+192
New +$27.4K 0.02% 274

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concord Wealth Partners's FIS Position: Q1 2026 in Review

Concord Wealth Partners sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 236 shares — an estimated $15.7K sold.

Concord Wealth Partners first reported a position in FIS in Q4 2020 and held it in 20 quarters. The position peaked at $101K in Q3 2023. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Concord Wealth Partners reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 236 Fidelity National Information Services shares in Q1 2026, an estimated $15.7K.
  • Concord Wealth Partners first reported a position in Fidelity National Information Services in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Fidelity National Information Services position peaked at $101K in Q3 2023.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.