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WBH Advisory’s Fidelity National Information Services FIS Stock Holding History

WBH Advisory’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
-3,604
Closed -$240K – 357
2025
Q4 		$240K Hold
3,604
– – 0.02% 322
2025
Q3 		$238K Sell
3,604
-33
-0.9% -$2.41K 0.02% 319
2025
Q2 		$296K Buy
3,637
+1
+0% +$78 0.03% 289
2025
Q1 		$272K Buy
3,636
+2
+0.1% +$150 0.03% 284
2024
Q4 		$293K Buy
3,634
+38
+1% +$3.27K 0.03% 269
2024
Q3 		$301K Buy
3,596
+2
+0.1% +$158 0.03% 267
2024
Q2 		$271K Sell
3,594
-199
-5% -$14.7K 0.03% 267
2024
Q1 		$281K Buy
+3,793
New +$247K 0.03% 271

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WBH Advisory's FIS Position: Q1 2026 in Review

WBH Advisory sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 3,604 shares — an estimated $240K sold.

WBH Advisory first reported a position in FIS in Q1 2024 and held it in 8 quarters. The position peaked at $301K in Q3 2024. 943 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • WBH Advisory reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • WBH Advisory sold 3,604 Fidelity National Information Services shares in Q1 2026, an estimated $240K.
  • WBH Advisory first reported a position in Fidelity National Information Services in Q1 2024 and held it in 8 quarters.
  • WBH Advisory's Fidelity National Information Services position peaked at $301K in Q3 2024.
  • 943 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.