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Dakota Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Dakota Wealth Management’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
-4,386
Closed -$291K – 792
2025
Q4 		$291K Sell
4,386
-676
-13% -$44.6K 0.01% 662
2025
Q3 		$334K Sell
5,062
-4,667
-48% -$340K 0.01% 541
2025
Q2 		$792K Buy
9,729
+204
+2% +$15.9K 0.02% 431
2025
Q1 		$711K Sell
9,525
-605
-6% -$45.5K 0.02% 443
2024
Q4 		$818K Sell
10,130
-241
-2% -$20.8K 0.02% 398
2024
Q3 		$869K Buy
10,371
+238
+2% +$18.8K 0.02% 398
2024
Q2 		$764K Buy
10,133
+1,281
+14% +$94.8K 0.02% 424
2024
Q1 		$657K Buy
8,852
+739
+9% +$48.1K 0.02% 453
2023
Q4 		$487K Sell
8,113
-28,449
-78% -$1.56M 0.02% 424
2023
Q3 		$2.02M Sell
36,562
-6,341
-15% -$365K 0.09% 204
2023
Q2 		$2.35M Sell
42,903
-1,594
-4% -$87.7K 0.11% 159
2023
Q1 		$2.42M Sell
44,497
-1,878
-4% -$122K 0.16% 141
2022
Q4 		$3.15M Sell
46,375
-452
-1% -$32.1K 0.22% 108
2022
Q3 		$3.54M Buy
46,827
+356
+0.8% +$33.1K 0.29% 84
2022
Q2 		$4.26M Buy
46,471
+1,234
+3% +$123K 0.39% 74
2022
Q1 		$4.54M Buy
+45,237
New +$4.73M 0.37% 81

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dakota Wealth Management's FIS Position: Q1 2026 in Review

Dakota Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 4,386 shares — an estimated $291K sold.

Dakota Wealth Management first reported a position in FIS in Q1 2022 and held it in 16 quarters. The position peaked at $4.54M in Q1 2022. 945 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Dakota Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 4,386 Fidelity National Information Services shares in Q1 2026, an estimated $291K.
  • Dakota Wealth Management first reported a position in Fidelity National Information Services in Q1 2022 and held it in 16 quarters.
  • Dakota Wealth Management's Fidelity National Information Services position peaked at $4.54M in Q1 2022.
  • 945 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.