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 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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s FIS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Fidelity National Information Services (FIS) stake by 33% in Q1 2026, selling an estimated $121K and leaving 4,507 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Wealthspire Advisors (New York) first reported a position in FIS in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.55M in Q1 2021. 940 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

Wealthspire Advisors (New York) held 4,507 shares of Fidelity National Information Services worth $211K as of Q1 2026.
Wealthspire Advisors (New York) sold 2,255 Fidelity National Information Services shares in Q1 2026, an estimated $121K.
Fidelity National Information Services made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #844 holding.
Wealthspire Advisors (New York) first reported a position in Fidelity National Information Services in Q4 2018 and has held it in 26 quarters since.
Wealthspire Advisors (New York)'s Fidelity National Information Services position peaked at $1.55M in Q1 2021.
940 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.