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Root Financial Partners’s Fidelity National Information Services FIS Stock Holding History

Root Financial Partners’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
-134
Closed -$6.29K – 1377
2026
Q1 		$6.29K Sell
134
-449
-77% -$24.1K ﹤0.01% 1866
2025
Q4 		$38.7K Buy
583
+137
+31% +$9.03K ﹤0.01% 823
2025
Q3 		$29.4K Buy
+446
New +$32.5K ﹤0.01% 905

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JP Morgan Chase
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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

Root Financial Partners's FIS Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 134 shares — an estimated $6.29K sold.

Root Financial Partners first reported a position in FIS in Q3 2025 and held it in 3 quarters. The position peaked at $38.7K in Q4 2025. 862 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 134 Fidelity National Information Services shares in Q2 2026, an estimated $6.29K.
  • Root Financial Partners first reported a position in Fidelity National Information Services in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fidelity National Information Services position peaked at $38.7K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.