GeoWealth Management’s Fidelity National Information Services FIS Stock Holding History

GeoWealth 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	$349K	Buy	7,448 +2,224	+43%	+$120K	0.01%	561
2025 Q4	$347K	Buy	5,224 +1,996	+62%	+$132K	0.01%	525
2025 Q3	$213K	Buy	3,228 +2,166	+204%	+$158K	0.01%	677
2025 Q2	$86.4K	Sell	1,062 -7,036	-87%	-$547K	﹤0.01%	845
2025 Q1	$605K	Buy	8,098 +6,821	+534%	+$513K	0.02%	384
2024 Q4	$103K	Sell	1,277 -70	-5%	-$6.03K	﹤0.01%	956
2024 Q3	$113K	Buy	+1,347	New	+$106K	﹤0.01%	869
2022 Q3	–	Sell	-238	Closed	-$22K	–	357
2022 Q2	$22K	Buy	238 +30	+14%	+$2.98K	﹤0.01%	296
2022 Q1	$21K	Buy	+208	New	+$21.8K	﹤0.01%	367

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's FIS Position: Q1 2026 in Review

GeoWealth Management increased its Fidelity National Information Services (FIS) stake by 43% in Q1 2026, buying an estimated $120K and bringing the position to 7,448 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #561.

GeoWealth Management first reported a position in FIS in Q1 2022 and has held it in 9 quarters since. The position peaked at $605K in Q1 2025. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

GeoWealth Management held 7,448 shares of Fidelity National Information Services worth $349K as of Q1 2026.
GeoWealth Management bought 2,224 Fidelity National Information Services shares in Q1 2026, an estimated $120K.
Fidelity National Information Services made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #561 holding.
GeoWealth Management first reported a position in Fidelity National Information Services in Q1 2022 and has held it in 9 quarters since.
GeoWealth Management's Fidelity National Information Services position peaked at $605K in Q1 2025.
937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.