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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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. 860 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.
860 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.