Corient Private Wealth
FIS icon

Corient Private Wealth’s Fidelity National Information Services FIS Stock Holding History

Corient Private Wealth’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 		$1.5M Sell
33,861
-51,259
-60% -$2.76M ﹤0.01% 1411
2025
Q4 		$5.47M Buy
85,120
+35,590
+72% +$2.35M ﹤0.01% 1012
2025
Q3 		$3.27M Sell
49,530
-9,349
-16% -$682K 0.01% 863
2025
Q2 		$4.79M Buy
58,879
+1,586
+3% +$123K 0.01% 711
2025
Q1 		$4.28M Sell
57,293
-3,646
-6% -$274K 0.01% 725
2024
Q4 		$4.92M Sell
60,939
-1,316
-2% -$113K 0.01% 704
2024
Q3 		$5.21M Sell
62,255
-1,001
-2% -$79K 0.01% 739
2024
Q2 		$4.77M Sell
63,256
-33,361
-35% -$2.47M 0.01% 717
2024
Q1 		$7.17M Buy
96,617
+1,399
+1% +$91.1K 0.01% 609
2023
Q4 		$5.72M Sell
95,218
-27,051
-22% -$1.48M 0.01% 669
2023
Q3 		$6.76M Buy
122,269
+20,395
+20% +$1.17M 0.02% 571
2023
Q2 		$5.57M Sell
101,874
-28,696
-22% -$1.58M 0.01% 601
2023
Q1 		$7.11M Buy
130,570
+1,007
+0.8% +$65.5K 0.02% 495
2022
Q4 		$8.82M Buy
+129,563
New +$9.2M 0.03% 390

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

Corient Private Wealth's FIS Position: Q1 2026 in Review

Corient Private Wealth reduced its Fidelity National Information Services (FIS) stake by 60% in Q1 2026, selling an estimated $2.76M and leaving 33,861 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Corient Private Wealth first reported a position in FIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.82M in Q4 2022. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Corient Private Wealth held 33,861 shares of Fidelity National Information Services worth $1.5M as of Q1 2026.
  • Corient Private Wealth sold 51,259 Fidelity National Information Services shares in Q1 2026, an estimated $2.76M.
  • Fidelity National Information Services made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1411 holding.
  • Corient Private Wealth first reported a position in Fidelity National Information Services in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Fidelity National Information Services position peaked at $8.82M in Q4 2022.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.