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

SHP 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 		$316K Buy
6,732
+78
+1% +$4.2K 0.02% 197
2025
Q4 		$442K Buy
+6,654
New +$439K 0.03% 161

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SHP Wealth Management increased its Fidelity National Information Services (FIS) stake by 1.2% in Q1 2026, buying an estimated $4.2K and bringing the position to 6,732 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #197.

SHP Wealth Management first reported a position in FIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $442K in Q4 2025. 940 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • SHP Wealth Management held 6,732 shares of Fidelity National Information Services worth $316K as of Q1 2026.
  • SHP Wealth Management bought 78 Fidelity National Information Services shares in Q1 2026, an estimated $4.2K.
  • Fidelity National Information Services made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #197 holding.
  • SHP Wealth Management first reported a position in Fidelity National Information Services in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Fidelity National Information Services position peaked at $442K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

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