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Wealthspire Advisors (New York)’s Fidelity National Information Services FIS Stock Holding History

Wealthspire Advisors (New York)’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
-4,507
Closed -$211K – 1303
2026
Q1 		$211K Sell
4,507
-2,255
-33% -$121K ﹤0.01% 844
2025
Q4 		$449K Buy
6,762
+1,729
+34% +$114K ﹤0.01% 647
2025
Q3 		$332K Sell
5,033
-393
-7% -$28.7K ﹤0.01% 632
2025
Q2 		$442K Buy
5,426
+162
+3% +$12.6K ﹤0.01% 566
2025
Q1 		$393K Sell
5,264
-174
-3% -$13.1K ﹤0.01% 574
2024
Q4 		$439K Buy
5,438
+658
+14% +$56.7K ﹤0.01% 547
2024
Q3 		$400K Buy
4,780
+533
+13% +$42.1K ﹤0.01% 547
2024
Q2 		$320K Sell
4,247
-250
-6% -$18.5K ﹤0.01% 526
2024
Q1 		$334K Sell
4,497
-219
-5% -$14.3K ﹤0.01% 504
2023
Q4 		$283K Buy
4,716
+113
+2% +$6.2K ﹤0.01% 538
2023
Q3 		$254K Buy
4,603
+678
+17% +$39K ﹤0.01% 514
2023
Q2 		$215K Sell
3,925
-137
-3% -$7.54K ﹤0.01% 515
2023
Q1 		$221K Sell
4,062
-1,072
-21% -$69.8K ﹤0.01% 489
2022
Q4 		$348K Buy
5,134
+1,158
+29% +$82.3K 0.01% 430
2022
Q3 		$300K Sell
3,976
-867
-18% -$80.7K 0.01% 416
2022
Q2 		$444K Buy
4,843
+695
+17% +$69K 0.01% 335
2022
Q1 		$417K Sell
4,148
-1,722
-29% -$180K 0.01% 299
2021
Q4 		$641K Sell
5,870
-452
-7% -$51.1K 0.01% 278
2021
Q3 		$769K Buy
6,322
+1,439
+29% +$193K 0.02% 285
2021
Q2 		$692K Sell
4,883
-6,162
-56% -$915K 0.02% 196
2021
Q1 		$1.55M Buy
11,045
+1,719
+18% +$235K 0.04% 204
2020
Q4 		$1.32M Buy
9,326
+5,375
+136% +$767K 0.04% 175
2020
Q3 		$582K Buy
3,951
+139
+4% +$20.1K 0.03% 164
2020
Q2 		$511K Sell
3,812
-7,496
-66% -$984K 0.04% 152
2020
Q1 		$1.38M Buy
+11,308
New +$1.57M 0.06% 160
2019
Q1 		– Sell
-268
Closed -$27K – 307
2018
Q4 		$27K Buy
+268
New +$27.9K ﹤0.01% 279

Other funds holding FIS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s FIS Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 4,507 shares — an estimated $211K sold.

Wealthspire Advisors (New York) first reported a position in FIS in Q4 2018 and held it in 26 quarters. The position peaked at $1.55M in Q1 2021. 863 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Wealthspire Advisors (New York) reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,507 Fidelity National Information Services shares in Q2 2026, an estimated $211K.
  • Wealthspire Advisors (New York) first reported a position in Fidelity National Information Services in Q4 2018 and held it in 26 quarters.
  • Wealthspire Advisors (New York)'s Fidelity National Information Services position peaked at $1.55M in Q1 2021.
  • 863 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.