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Pinnacle Wealth Planning Services’s Fidelity National Information Services FIS Stock Holding History

Pinnacle Wealth Planning Services’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 		$39K Sell
1,004
-460
-31% -$19.9K ﹤0.01% 1446
2026
Q1 		$68.7K Buy
1,464
+705
+93% +$37.9K 0.01% 1018
2025
Q4 		$50.4K Buy
+759
New +$50K 0.01% 1195
2022
Q4 		– Sell
-2,700
Closed -$204K – 467
2022
Q3 		$204K Sell
2,700
-389
-13% -$36.2K 0.04% 330
2022
Q2 		$283K Buy
+3,089
New +$307K 0.05% 259
2022
Q1 		– Sell
-2,266
Closed -$248K – 455
2021
Q4 		$248K Sell
2,266
-1,078
-32% -$122K 0.05% 299
2021
Q3 		$407K Sell
3,344
-889
-21% -$119K 0.09% 178
2021
Q2 		$600K Buy
4,233
+70
+2% +$10.4K 0.14% 118
2021
Q1 		$585K Buy
4,163
+590
+17% +$80.6K 0.15% 104
2020
Q4 		$506K Buy
3,573
+412
+13% +$58.8K 0.12% 114
2020
Q3 		$466K Buy
3,161
+149
+5% +$21.5K 0.15% 108
2020
Q2 		$404K Sell
3,012
-782
-21% -$103K 0.13% 127
2020
Q1 		$461K Buy
3,794
+471
+14% +$65.4K 0.22% 93
2019
Q4 		$462K Buy
3,323
+853
+35% +$114K 0.22% 97
2019
Q3 		$327K Buy
+2,470
New +$328K 0.18% 113

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's FIS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Fidelity National Information Services (FIS) stake by 31% in Q2 2026, selling an estimated $19.9K and leaving 1,004 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Pinnacle Wealth Planning Services first reported a position in FIS in Q3 2019 and has held it in 15 quarters since. The position peaked at $600K in Q2 2021. 860 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,004 shares of Fidelity National Information Services worth $39K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 460 Fidelity National Information Services shares in Q2 2026, an estimated $19.9K.
  • Fidelity National Information Services made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1446 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fidelity National Information Services in Q3 2019 and has held it in 15 quarters since.
  • Pinnacle Wealth Planning Services's Fidelity National Information Services position peaked at $600K in Q2 2021.
  • 860 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.