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Cornerstone Planning Group’s Fidelity National Information Services FIS Stock Holding History

Cornerstone Planning Group’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 		$14.9K Buy
367
+82
+29% +$3.55K ﹤0.01% 766
2026
Q1 		$13.2K Buy
285
+102
+56% +$5.49K ﹤0.01% 817
2025
Q4 		$10.3K Buy
183
+78
+74% +$5.14K ﹤0.01% 796
2025
Q3 		$6.55K Buy
105
+4
+4% +$292 ﹤0.01% 881
2025
Q2 		$7.29K Buy
101
+58
+135% +$4.51K ﹤0.01% 631
2025
Q1 		$3.42K Sell
43
-8
-16% -$602 ﹤0.01% 836
2024
Q4 		$4.14K Buy
51
+5
+11% +$431 ﹤0.01% 619
2024
Q3 		$4.14K Buy
46
+7
+18% +$553 ﹤0.01% 605
2024
Q2 		$2.84K Buy
39
+6
+18% +$444 ﹤0.01% 692
2024
Q1 		$2.33K Buy
+33
New +$2.15K ﹤0.01% 634

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's FIS Position: Q2 2026 in Review

Cornerstone Planning Group increased its Fidelity National Information Services (FIS) stake by 29% in Q2 2026, buying an estimated $3.55K and bringing the position to 367 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Cornerstone Planning Group first reported a position in FIS in Q1 2024 and has held it in 10 quarters since. 460 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Cornerstone Planning Group held 367 shares of Fidelity National Information Services worth $14.9K as of Q2 2026.
  • Cornerstone Planning Group bought 82 Fidelity National Information Services shares in Q2 2026, an estimated $3.55K.
  • Fidelity National Information Services made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #766 holding.
  • Cornerstone Planning Group first reported a position in Fidelity National Information Services in Q1 2024 and has held it in 10 quarters since.
  • 460 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.