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Concurrent Investment Advisors’s Fidelity National Information Services FIS Stock Holding History

Concurrent Investment 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 		$359K Buy
9,224
+2,870
+45% +$124K ﹤0.01% 1588
2026
Q1 		$298K Sell
6,354
-608
-9% -$32.7K ﹤0.01% 1509
2025
Q4 		$463K Buy
+6,962
New +$459K 0.01% 1180

Other funds holding FIS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Concurrent Investment Advisors's FIS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Fidelity National Information Services (FIS) stake by 45% in Q2 2026, buying an estimated $124K and bringing the position to 9,224 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Concurrent Investment Advisors first reported a position in FIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $463K in Q4 2025. 315 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Concurrent Investment Advisors held 9,224 shares of Fidelity National Information Services worth $359K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,870 Fidelity National Information Services shares in Q2 2026, an estimated $124K.
  • Fidelity National Information Services made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1588 holding.
  • Concurrent Investment Advisors first reported a position in Fidelity National Information Services in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Fidelity National Information Services position peaked at $463K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.