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Loring Wolcott & Coolidge Fiduciary Advisors’s Fidelity National Information Services FIS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		– Sell
-100
Closed -$5.81K – 566
2025
Q4 		$5.81K Buy
+100
New +$6.59K ﹤0.01% 510
2025
Q3 		– Sell
-966
Closed -$78.6K – 541
2025
Q2 		$78.6K Buy
+966
New +$75.2K ﹤0.01% 363
2025
Q1 		– Sell
-87
Closed -$7.06K – 565
2024
Q4 		$7.06K Hold
87
– – ﹤0.01% 499
2024
Q3 		$7.86K Sell
87
-11
-11% -$869 ﹤0.01% 506
2024
Q2 		$7.54K Buy
98
+11
+13% +$814 ﹤0.01% 503
2024
Q1 		$6.2K Buy
+87
New +$5.66K ﹤0.01% 518
2023
Q2 		– Sell
-7
Closed -$380 – 644
2023
Q1 		$380 Sell
7
-16
-70% -$1.04K ﹤0.01% 586
2022
Q4 		$1.56K Hold
23
– – ﹤0.01% 556
2022
Q3 		$2K Hold
23
– – ﹤0.01% 582
2022
Q2 		$2K Buy
23
+7
+44% +$695 ﹤0.01% 610
2022
Q1 		$2K Hold
16
– – ﹤0.01% 616
2021
Q4 		$2K Sell
16
-32
-67% -$3.62K ﹤0.01% 694
2021
Q3 		$6K Sell
48
-1,700
-97% -$228K ﹤0.01% 644
2021
Q2 		$248K Buy
1,748
+63
+4% +$9.36K ﹤0.01% 292
2021
Q1 		$237K Sell
1,685
-442
-21% -$60.4K ﹤0.01% 275
2020
Q4 		$301K Hold
2,127
– – ﹤0.01% 250
2020
Q3 		$313K Hold
2,127
– – ﹤0.01% 227
2020
Q2 		$285K Sell
2,127
-2,786
-57% -$366K ﹤0.01% 222
2020
Q1 		$598K Sell
4,913
-53
-1% -$7.36K 0.01% 164
2019
Q4 		$691K Hold
4,966
– – 0.01% 178
2019
Q3 		$659K Buy
4,966
+4,832
+3,606% +$642K 0.01% 182
2019
Q2 		$16K Buy
134
+81
+153% +$9.51K ﹤0.01% 524
2019
Q1 		$6K Buy
+53
New +$5.65K ﹤0.01% 582
2018
Q1 		– Sell
-99
Closed -$9K – 751
2017
Q4 		$9K Hold
99
– – ﹤0.01% 576
2017
Q3 		$9K Hold
99
– – ﹤0.01% 566
2017
Q2 		$9K Buy
+99
New +$8.28K ﹤0.01% 555

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

Loring Wolcott & Coolidge Fiduciary Advisors's FIS Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 100 shares — an estimated $5.81K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FIS in Q2 2017 and held it in 26 quarters. The position peaked at $691K in Q4 2019. 938 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 100 Fidelity National Information Services shares in Q1 2026, an estimated $5.81K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Fidelity National Information Services in Q2 2017 and held it in 26 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Fidelity National Information Services position peaked at $691K in Q4 2019.
  • 938 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.