TFC Financial Management’s Fidelity National Information Services FIS Stock Holding History

TFC Financial 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	–	Sell	-16	Closed	-$1.06K	–	1025
2025 Q4	$1.06K	Sell	16 -2	-11%	-$132	﹤0.01%	599
2025 Q3	$1.19K	Hold	18	–	–	﹤0.01%	612
2025 Q2	$1.47K	Hold	18	–	–	﹤0.01%	538
2025 Q1	$1.34K	Hold	18	–	–	﹤0.01%	529
2024 Q4	$1.45K	Hold	18	–	–	﹤0.01%	537
2024 Q3	$1.51K	Hold	18	–	–	﹤0.01%	538
2024 Q2	$1.36K	Hold	18	–	–	﹤0.01%	532
2024 Q1	$1.34K	Buy	18 +3	+20%	+$195	﹤0.01%	512
2023 Q4	$902	Buy	15 +2	+15%	+$110	﹤0.01%	524
2023 Q3	$719	Hold	13	–	–	﹤0.01%	561
2023 Q2	$712	Sell	13 -31	-70%	-$1.71K	﹤0.01%	546
2023 Q1	$2.39K	Buy	44 +13	+42%	+$846	﹤0.01%	446
2022 Q4	$2.1K	Buy	+31	New	+$2.2K	﹤0.01%	398
2022 Q3	–	Sell	-10	Closed	-$1K	–	549
2022 Q2	$1K	Sell	10 -216	-96%	-$21.5K	﹤0.01%	465
2022 Q1	$23K	Hold	226	–	–	0.01%	247
2021 Q4	$25K	Hold	226	–	–	0.01%	258
2021 Q3	$27K	Hold	226	–	–	0.01%	244
2021 Q2	$32K	Hold	226	–	–	0.01%	229
2021 Q1	$32K	Hold	226	–	–	0.01%	219
2020 Q4	$32K	Hold	226	–	–	0.01%	219
2020 Q3	$33K	Buy	+226	New	+$32.7K	0.02%	202

Other funds holding FIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFC Financial Management's FIS Position: Q1 2026 in Review

TFC Financial Management sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 16 shares — an estimated $1.06K sold.

TFC Financial Management first reported a position in FIS in Q3 2020 and held it in 21 quarters. The position peaked at $33K in Q3 2020. 945 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

TFC Financial Management reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
TFC Financial Management sold 16 Fidelity National Information Services shares in Q1 2026, an estimated $1.06K.
TFC Financial Management first reported a position in Fidelity National Information Services in Q3 2020 and held it in 21 quarters.
TFC Financial Management's Fidelity National Information Services position peaked at $33K in Q3 2020.
945 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.