FIS β€” FIDELITY NATL INFORMATION SV

Ownership history in Cornerstone Wealth Group, LLC  Β·  10 quarters on record

AI Ownership Summary

Cornerstone Wealth Group, LLC reported FIDELITY NATL INFORMATION SV (FIS) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.58% in 2023 Q4. The latest visible filing shows FIS at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Wealth Group, LLC's position in FIDELITY NATL INFORMATION SV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FIS was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cornerstone Wealth Group, LLC held FIS β€” position size vs. price
% of Fund (quarterly)    FIS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 49,828 +895 +1.8% 0.22% $3.3M 2025-10-30 $61.48
2025 Q2 ADDED 48,933 +494 +1.0% 0.30% $4.0M 2025-07-28 $80.17
2025 Q1 REDUCED 48,439 -17,878 -27.0% 0.30% $3.6M 2025-04-23 $77.42
2024 Q4 ADDED 66,317 +1,182 +1.8% 0.44% $5.4M 2025-01-22 $76.12
2024 Q3 REDUCED 65,135 -500 -0.8% 0.45% $5.5M 2024-10-25 $86.61
2024 Q2 REDUCED 65,635 -938 -1.4% 0.44% $4.9M 2024-07-24 $72.40
2024 Q1 REDUCED 66,573 -1,051 -1.6% 0.45% $4.9M 2024-04-17 $67.30
2023 Q4 ADDED 67,624 +20,772 +44.3% 0.58% $4.1M 2024-01-29 $60.44
2023 Q3 REDUCED 46,852 -1,363 -2.8% 0.46% $2.6M 2023-10-18 $48.92
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Cornerstone Wealth Group, LLC and FIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Wealth Group, LLC reported owning FIS?

Cornerstone Wealth Group, LLC reported FIS across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported FIS position in Cornerstone Wealth Group, LLC's portfolio?

The largest reported portfolio weight for FIS was 0.58% in 2023 Q4.

What is the latest reported FIS position on this page?

The most recent filing on this page is 2025 Q3, when Cornerstone Wealth Group, LLC reported 49,828 shares, equal to 0.22% of portfolio, with an estimated market value of $3.3M.

What does the chart on this FIS ownership page compare?

The chart compares Cornerstone Wealth Group, LLC's quarterly FIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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