Concord Wealth Partners
Position in FIS — Fidelity National Information Services, Inc.
CIK 1814214
ABINGDON, VA
Position in FIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,152
-$1,532 QoQ
Shares Held
364
+54.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#705
of 855 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Concord Wealth Partners holds $2,072,248 across 7 Information Technology Services names. FIS ranks #3 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
7,259 | $2,041,303 | |
| 2 | ACN |
Accenture plc
|
116 | $14,435 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
This page
|
364 | $14,152 | |
| 4 | KD |
Kyndryl Holdings, Inc.
|
141 | $1,594 | |
| 5 | CIFR |
Cipher Digital Inc.
|
17 | $416 | |
| 6 | HCKT |
Hackett Group, Inc.
|
30 | $323 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
1 | $25 |
All Filings in FIS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,152 | 364 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $15,684 | 236 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,330 | 187 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,117 | 112 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,936 | 200 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $35,377 | 438 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $36,598 | 437 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $21,929 | 291 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $50,219 | 677 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $39,886 | 664 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $100,591 | 1,820 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $98,186 | 1,795 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $90,785 | 1,671 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $58,961 | 869 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $72,602 | 792 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $73,507 | 732 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $83,281 | 763 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $42,101 | 346 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $54,826 | 387 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $61,446 | 437 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $27,160 | 192 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||