Cyndeo Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Cyndeo Wealth Partners’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	–	Sell	-3,212	Closed	-$213K	–	490
2025 Q4	$213K	Sell	3,212 -74	-2%	-$4.88K	0.01%	458
2025 Q3	$217K	Sell	3,286 -42	-1%	-$3.06K	0.01%	450
2025 Q2	$271K	Buy	3,328 +64	+2%	+$4.98K	0.02%	402
2025 Q1	$244K	Sell	3,264 -31	-0.9%	-$2.33K	0.02%	408
2024 Q4	$266K	Buy	3,295 +5	+0.2%	+$431	0.02%	384
2024 Q3	$276K	Buy	+3,290	New	+$260K	0.02%	385
2023 Q2	–	Sell	-12,417	Closed	-$675K	–	331
2023 Q1	$675K	Buy	12,417 +9,140	+279%	+$595K	0.07%	197
2022 Q4	$222K	Buy	+3,277	New	+$233K	0.03%	289

Other funds holding FIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cyndeo Wealth Partners's FIS Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 3,212 shares — an estimated $213K sold.

Cyndeo Wealth Partners first reported a position in FIS in Q4 2022 and held it in 8 quarters. The position peaked at $675K in Q1 2023. 945 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

Cyndeo Wealth Partners reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 3,212 Fidelity National Information Services shares in Q1 2026, an estimated $213K.
Cyndeo Wealth Partners first reported a position in Fidelity National Information Services in Q4 2022 and held it in 8 quarters.
Cyndeo Wealth Partners's Fidelity National Information Services position peaked at $675K in Q1 2023.
945 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.