Crestwood Advisors Group’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
2026
Q2
$200K Buy
+5,150
New +$223K ﹤0.01% 837
2025
Q4
Sell
-24,127
Closed -$1.59M 699
2025
Q3
$1.59M Sell
24,127
-1,875
-7% -$137K 0.03% 235
2025
Q2
$2.12M Buy
26,002
+964
+4% +$75K 0.04% 201
2025
Q1
$1.87M Buy
25,038
+21,015
+522% +$1.58M 0.04% 205
2024
Q4
$325K Buy
+4,023
New +$346K 0.01% 371
2017
Q2
Sell
-166
Closed -$14K 253
2017
Q1
$14K Buy
+166
New +$13.4K ﹤0.01% 410

Other funds holding FIS

Crestwood Advisors Group's FIS Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Fidelity National Information Services (FIS) in Q2 2026: 5,150 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in FIS as recently as Q3 2025.

Crestwood Advisors Group first reported a position in FIS in Q1 2017 and has held it in 6 quarters since. The position peaked at $2.12M in Q2 2025. 855 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Crestwood Advisors Group held 5,150 shares of Fidelity National Information Services worth $200K as of Q2 2026.
  • Fidelity National Information Services was a new Crestwood Advisors Group position in Q2 2026.
  • Fidelity National Information Services made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #837 holding.
  • Crestwood Advisors Group first reported a position in Fidelity National Information Services in Q1 2017 and has held it in 6 quarters since.
  • Crestwood Advisors Group's Fidelity National Information Services position peaked at $2.12M in Q2 2025.
  • 855 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.