Phoenix Wealth Advisors
FIS icon

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
Q2 		– Sell
-25,230
Closed -$1.18M – 133
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

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phoenix Wealth Advisors's FIS Position: Q2 2026 in Review

Phoenix Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 25,230 shares — an estimated $1.18M sold.

Phoenix Wealth Advisors first reported a position in FIS in Q4 2020 and held it in 11 quarters. The position peaked at $2.66M in Q3 2024. 864 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Phoenix Wealth Advisors reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 25,230 Fidelity National Information Services shares in Q2 2026, an estimated $1.18M.
  • Phoenix Wealth Advisors first reported a position in Fidelity National Information Services in Q4 2020 and held it in 11 quarters.
  • Phoenix Wealth Advisors's Fidelity National Information Services position peaked at $2.66M in Q3 2024.
  • 864 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.