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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$350K Buy
9,003
+1,555
+21% +$67.3K 0.01% 606
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

GeoWealth Management's FIS Position: Q2 2026 in Review

GeoWealth Management increased its Fidelity National Information Services (FIS) stake by 21% in Q2 2026, buying an estimated $67.3K and bringing the position to 9,003 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #606.

GeoWealth Management first reported a position in FIS in Q1 2022 and has held it in 10 quarters since. The position peaked at $605K in Q1 2025. 862 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • GeoWealth Management held 9,003 shares of Fidelity National Information Services worth $350K as of Q2 2026.
  • GeoWealth Management bought 1,555 Fidelity National Information Services shares in Q2 2026, an estimated $67.3K.
  • Fidelity National Information Services made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #606 holding.
  • GeoWealth Management first reported a position in Fidelity National Information Services in Q1 2022 and has held it in 10 quarters since.
  • GeoWealth Management's Fidelity National Information Services position peaked at $605K in Q1 2025.
  • 862 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.