EWA
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EverSource Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

EverSource Wealth Advisors’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 		$407K Buy
8,684
+3,906
+82% +$210K 0.01% 694
2025
Q4 		$318K Buy
4,778
+638
+15% +$42.1K 0.01% 733
2025
Q3 		$273K Sell
4,140
-2,451
-37% -$179K 0.01% 766
2025
Q2 		$537K Buy
6,591
+2,920
+80% +$227K 0.02% 431
2025
Q1 		$274K Buy
3,671
+566
+18% +$42.6K 0.02% 555
2024
Q4 		$251K Sell
3,105
-70
-2% -$6.03K 0.01% 568
2024
Q3 		$266K Sell
3,175
-231
-7% -$18.2K 0.02% 480
2024
Q2 		$262K Buy
3,406
+241
+8% +$17.8K 0.02% 474
2024
Q1 		$215K Buy
3,165
+114
+4% +$7.42K 0.02% 466
2023
Q4 		$183K Sell
3,051
-975
-24% -$53.5K 0.02% 453
2023
Q3 		$223K Buy
4,026
+905
+29% +$52.1K 0.02% 375
2023
Q2 		$171K Buy
3,121
+724
+30% +$39.8K 0.02% 441
2023
Q1 		$130K Sell
2,397
-35
-1% -$2.28K 0.02% 464
2022
Q4 		$165K Sell
2,432
-1,838
-43% -$131K 0.03% 379
2022
Q3 		$323K Sell
4,270
-1,874
-31% -$175K 0.07% 232
2022
Q2 		$564K Buy
6,144
+408
+7% +$40.5K 0.15% 132
2022
Q1 		$576K Buy
5,736
+2,216
+63% +$232K 0.15% 131
2021
Q4 		$384K Buy
+3,520
New +$398K 0.11% 147

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

EverSource Wealth Advisors's FIS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Fidelity National Information Services (FIS) stake by 82% in Q1 2026, buying an estimated $210K and bringing the position to 8,684 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #694.

EverSource Wealth Advisors first reported a position in FIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $576K in Q1 2022. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • EverSource Wealth Advisors held 8,684 shares of Fidelity National Information Services worth $407K as of Q1 2026.
  • EverSource Wealth Advisors bought 3,906 Fidelity National Information Services shares in Q1 2026, an estimated $210K.
  • Fidelity National Information Services made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #694 holding.
  • EverSource Wealth Advisors first reported a position in Fidelity National Information Services in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Fidelity National Information Services position peaked at $576K in Q1 2022.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.