Strategic Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Strategic Wealth 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 Q1	$3.33K	Sell	71 -24	-25%	-$1.29K	﹤0.01%	1103
2025 Q4	$6.28K	Hold	95	–	–	﹤0.01%	1013
2025 Q3	$6.23K	Hold	95	–	–	﹤0.01%	1001
2025 Q2	$7.69K	Buy	+95	New	+$7.39K	﹤0.01%	830
2021 Q4	–	Sell	-6,856	Closed	-$834K	–	289
2021 Q3	$834K	Buy	6,856 +1,496	+28%	+$201K	0.24%	108
2021 Q2	$759K	Buy	5,360 +9	+0.2%	+$1.34K	0.25%	103
2021 Q1	$752K	Buy	+5,351	New	+$731K	0.3%	86
2020 Q3	–	Sell	-8,878	Closed	-$1.19M	–	155
2020 Q2	$1.19M	Buy	8,878 +1,773	+25%	+$233K	0.62%	48
2020 Q1	$988K	Hold	7,105	–	–	0.51%	57
2019 Q4	$988K	Buy	7,105 +879	+14%	+$118K	0.51%	57
2019 Q3	$30K	Buy	6,226 +6,191	+17,689%	+$822K	0.15%	104
2019 Q2	$4K	Buy	+35	New	+$4.11K	﹤0.01%	660

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

Strategic Wealth Partners's FIS Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Fidelity National Information Services (FIS) stake by 25% in Q1 2026, selling an estimated $1.29K and leaving 71 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Strategic Wealth Partners first reported a position in FIS in Q2 2019 and has held it in 12 quarters since. The position peaked at $1.19M in Q2 2020. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

Strategic Wealth Partners held 71 shares of Fidelity National Information Services worth $3.33K as of Q1 2026.
Strategic Wealth Partners sold 24 Fidelity National Information Services shares in Q1 2026, an estimated $1.29K.
Fidelity National Information Services made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1103 holding.
Strategic Wealth Partners first reported a position in Fidelity National Information Services in Q2 2019 and has held it in 12 quarters since.
Strategic Wealth Partners's Fidelity National Information Services position peaked at $1.19M in Q2 2020.
937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.