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

Phoenix 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	$1.18M	Sell	25,230 -1,368	-5%	-$73.6K	0.47%	48
2025 Q4	$1.77M	Sell	26,598 -1,567	-6%	-$103K	0.68%	38
2025 Q3	$1.86M	Sell	28,165 -1,039	-4%	-$75.8K	0.71%	40
2025 Q2	$2.38M	Sell	29,204 -1,657	-5%	-$129K	1%	33
2025 Q1	$2.3M	Buy	30,861 +135	+0.4%	+$10.2K	1%	34
2024 Q4	$2.48M	Sell	30,726 -1,060	-3%	-$91.3K	1.08%	31
2024 Q3	$2.66M	Buy	+31,786	New	+$2.51M	1.24%	28
2021 Q4	–	Sell	-267	Closed	-$32K	–	203
2021 Q3	$32K	Hold	267	–	–	0.02%	227
2021 Q2	$39K	Hold	267	–	–	0.03%	204
2021 Q1	$38K	Hold	267	–	–	0.03%	204
2020 Q4	$38K	Buy	+267	New	+$38.1K	0.03%	207

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

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

Phoenix Wealth Advisors reduced its Fidelity National Information Services (FIS) stake by 5.1% in Q1 2026, selling an estimated $73.6K and leaving 25,230 shares worth $1.18M. The position accounts for 0.47% of the portfolio, ranked #48.

Phoenix Wealth Advisors first reported a position in FIS in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.66M in Q3 2024. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

Phoenix Wealth Advisors held 25,230 shares of Fidelity National Information Services worth $1.18M as of Q1 2026.
Phoenix Wealth Advisors sold 1,368 Fidelity National Information Services shares in Q1 2026, an estimated $73.6K.
Fidelity National Information Services made up 0.47% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #48 holding.
Phoenix Wealth Advisors first reported a position in Fidelity National Information Services in Q4 2020 and has held it in 11 quarters since.
Phoenix Wealth Advisors's Fidelity National Information Services position peaked at $2.66M in Q3 2024.
937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.