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Cypress Wealth Services’s Fidelity National Information Services FIS Stock Holding History

Cypress Wealth Services’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 		$334K Sell
8,579
-403
-4% -$17.4K 0.04% 310
2026
Q1 		$421K Buy
8,982
+2,896
+48% +$156K 0.06% 244
2025
Q4 		$404K Buy
6,086
+1,177
+24% +$77.6K 0.06% 238
2025
Q3 		$324K Buy
4,909
+1,894
+63% +$138K 0.05% 237
2025
Q2 		$245K Buy
3,015
+62
+2% +$4.82K 0.04% 267
2025
Q1 		$221K Sell
2,953
-1
-0% -$75 0.04% 259
2024
Q4 		$239K Sell
2,954
-7
-0.2% -$603 0.05% 243
2024
Q3 		$248K Buy
2,961
+33
+1% +$2.61K 0.05% 233
2024
Q2 		$221K Sell
2,928
-1,169
-29% -$86.5K 0.05% 234
2024
Q1 		$304K Sell
4,097
-3,968
-49% -$258K 0.07% 196
2023
Q4 		$484K Sell
8,065
-194
-2% -$10.6K 0.12% 145
2023
Q3 		$456K Sell
8,259
-75
-0.9% -$4.32K 0.13% 145
2023
Q2 		$486K Buy
8,334
+2,262
+37% +$124K 0.13% 141
2023
Q1 		$330K Buy
+6,072
New +$395K 0.1% 171
2022
Q2 		– Sell
-2,049
Closed -$206K – 236
2022
Q1 		$206K Buy
+2,049
New +$214K 0.06% 228

Other funds holding FIS

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cypress Wealth Services's FIS Position: Q2 2026 in Review

Cypress Wealth Services reduced its Fidelity National Information Services (FIS) stake by 4.5% in Q2 2026, selling an estimated $17.4K and leaving 8,579 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #310.

Cypress Wealth Services first reported a position in FIS in Q1 2022 and has held it in 15 quarters since. The position peaked at $486K in Q2 2023. 155 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Cypress Wealth Services held 8,579 shares of Fidelity National Information Services worth $334K as of Q2 2026.
  • Cypress Wealth Services sold 403 Fidelity National Information Services shares in Q2 2026, an estimated $17.4K.
  • Fidelity National Information Services made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #310 holding.
  • Cypress Wealth Services first reported a position in Fidelity National Information Services in Q1 2022 and has held it in 15 quarters since.
  • Cypress Wealth Services's Fidelity National Information Services position peaked at $486K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.