Congress Wealth Management’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
2025
Q2
$517K Buy
6,351
+740
+13% +$57.6K 0.01% 913
2025
Q1
$419K Buy
5,611
+3
+0.1% +$226 0.01% 863
2024
Q4
$453K Sell
5,608
-91
-2% -$7.84K 0.01% 661
2024
Q3
$477K Sell
5,699
-427
-7% -$33.7K 0.01% 641
2024
Q2
$462K Sell
6,126
-8
-0.1% -$592 0.01% 544
2024
Q1
$455K Buy
6,134
+442
+8% +$28.8K 0.01% 456
2023
Q4
$342K Buy
+5,692
New +$312K 0.01% 511

Other funds holding FIS

Congress Wealth Management's FIS Position: Q2 2025 in Review

Congress Wealth Management increased its Fidelity National Information Services (FIS) stake by 13% in Q2 2025, buying an estimated $57.6K and bringing the position to 6,351 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #913.

Congress Wealth Management first reported a position in FIS in Q4 2023 and has held it in 7 quarters since. 1,038 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

  • Congress Wealth Management held 6,351 shares of Fidelity National Information Services worth $517K as of Q2 2025.
  • Congress Wealth Management bought 740 Fidelity National Information Services shares in Q2 2025, an estimated $57.6K.
  • Fidelity National Information Services made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #913 holding.
  • Congress Wealth Management first reported a position in Fidelity National Information Services in Q4 2023 and has held it in 7 quarters since.
  • 1,038 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.