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 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

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

Pinnacle Wealth Planning Services's FIS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Fidelity National Information Services (FIS) stake by 93% in Q1 2026, buying an estimated $37.9K and bringing the position to 1,464 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #1018.

Pinnacle Wealth Planning Services first reported a position in FIS in Q3 2019 and has held it in 14 quarters since. The position peaked at $600K in Q2 2021. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

Pinnacle Wealth Planning Services held 1,464 shares of Fidelity National Information Services worth $68.7K as of Q1 2026.
Pinnacle Wealth Planning Services bought 705 Fidelity National Information Services shares in Q1 2026, an estimated $37.9K.
Fidelity National Information Services made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1018 holding.
Pinnacle Wealth Planning Services first reported a position in Fidelity National Information Services in Q3 2019 and has held it in 14 quarters since.
Pinnacle Wealth Planning Services's Fidelity National Information Services position peaked at $600K in Q2 2021.
937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.