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Pines Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Pines Wealth Management’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
-3,450
Closed -$229K – 225
2025
Q4 		$229K Buy
+3,450
New +$227K 0.07% 208
2025
Q3 		– Sell
-2,841
Closed -$232K – 232
2025
Q2 		$232K Buy
+2,841
New +$221K 0.08% 205

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pines Wealth Management's FIS Position: Q1 2026 in Review

Pines Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 3,450 shares — an estimated $229K sold.

Pines Wealth Management first reported a position in FIS in Q2 2025 and held it in 2 quarters. The position peaked at $232K in Q2 2025. 945 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Pines Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • Pines Wealth Management sold 3,450 Fidelity National Information Services shares in Q1 2026, an estimated $229K.
  • Pines Wealth Management first reported a position in Fidelity National Information Services in Q2 2025 and held it in 2 quarters.
  • Pines Wealth Management's Fidelity National Information Services position peaked at $232K in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.