Caldwell Trust Co
BankPosition in FIS — Fidelity National Information Services, Inc.
CIK 2080218
Venice, FL
Position in FIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$210,768
-$453,712 QoQ
Shares Held
5,421
-61.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#600
of 850 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Caldwell Trust Co holds $7,446,630 across 9 Information Technology Services names. FIS ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
22,680 | $6,377,842 | |
| 2 | ACN |
Accenture plc
|
4,028 | $501,244 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
This page
|
5,421 | $210,768 | |
| 4 | CDW |
CDW Corp
|
990 | $139,233 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
993 | $135,991 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
1,075 | $41,634 | |
| 7 | IT |
Gartner Inc
|
200 | $25,924 | |
| 8 | APLD |
Applied Digital Corp.
|
350 | $13,055 |
All Filings in FIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,768 | 5,421 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $664,480 | 14,165 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,772,421 | 26,669 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,291,171 | 19,581 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,488,500 | 18,284 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,251,562 | 16,759 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,187,642 | 14,704 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $985,402 | 11,766 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $641,313 | 8,510 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $541,365 | 7,298 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $268,693 | 4,473 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $11,385 | 206 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $4,704 | 86 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $29,935 | 551 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $37,385 | 551 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $41,639 | 551 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $50,510 | 551 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $135,667 | 1,351 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $150,627 | 1,380 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $305,295 | 2,509 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $330,232 | 2,331 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $297,671 | 2,117 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $214,735 | 1,518 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $219,931 | 1,494 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $200,330 | 1,494 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $181,730 | 1,494 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||