Creative Planning
FIS icon

Creative Planning’s Fidelity National Information Services FIS Stock Holding History

Creative Planning’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
2016
Q4 		– Sell
-600
Closed -$1K – 4677
2016
Q3 		$1K Buy
+600
New +$46.9K ﹤0.01% 4370

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

Creative Planning's FIS Position: Q1 2026 in Review

Creative Planning increased its Fidelity National Information Services (FIS) stake by 213% in Q1 2026, buying an estimated $10.7M and bringing the position to 292,721 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #562.

Creative Planning first reported a position in FIS in Q2 2013 and has held it in 52 quarters since. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Creative Planning held 292,721 shares of Fidelity National Information Services worth $13.7M as of Q1 2026.
  • Creative Planning bought 199,341 Fidelity National Information Services shares in Q1 2026, an estimated $10.7M.
  • Fidelity National Information Services made up 0.01% of Creative Planning's portfolio in Q1 2026, its #562 holding.
  • Creative Planning first reported a position in Fidelity National Information Services in Q2 2013 and has held it in 52 quarters since.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.