Concord Wealth Partners’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
$14.2K Buy
+364
New +$15.8K ﹤0.01% 530
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

Concord Wealth Partners's FIS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Fidelity National Information Services (FIS) in Q2 2026: 364 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FIS as recently as Q4 2025.

Concord Wealth Partners first reported a position in FIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $101K in Q3 2023. 860 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Concord Wealth Partners held 364 shares of Fidelity National Information Services worth $14.2K as of Q2 2026.
  • Fidelity National Information Services was a new Concord Wealth Partners position in Q2 2026.
  • Fidelity National Information Services made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #530 holding.
  • Concord Wealth Partners first reported a position in Fidelity National Information Services in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Fidelity National Information Services position peaked at $101K in Q3 2023.
  • 860 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.