AWM
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AE Wealth Management’s Fidelity National Information Services FIS Stock Holding History

AE Wealth Management’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 		– Sell
-3,045
Closed -$202K – 2627
2025
Q4 		$202K Buy
+3,045
New +$201K ﹤0.01% 1520
2024
Q2 		– Sell
-2,703
Closed -$201K – 1252
2024
Q1 		$201K Sell
2,703
-38,870
-93% -$2.53M ﹤0.01% 1103
2023
Q4 		$2.64M Buy
41,573
+29,893
+256% +$1.64M 0.01% 812
2023
Q3 		$646K Buy
11,680
+2,994
+34% +$172K ﹤0.01% 1263
2023
Q2 		$475K Sell
8,686
-75,674
-90% -$4.16M ﹤0.01% 1421
2023
Q1 		$4.58M Sell
84,360
-25,247
-23% -$1.64M 0.03% 527
2022
Q4 		$7.44M Buy
109,607
+80,555
+277% +$5.72M 0.05% 380
2022
Q3 		$2.19M Sell
29,052
-6,115
-17% -$569K 0.02% 665
2022
Q2 		$3.22M Buy
35,167
+4,981
+17% +$495K 0.03% 521
2022
Q1 		$3.03M Buy
30,186
+13,366
+79% +$1.4M 0.02% 586
2021
Q4 		$1.84M Sell
16,820
-2,062
-11% -$233K 0.01% 724
2021
Q3 		$2.3M Buy
18,882
+3,760
+25% +$504K 0.02% 604
2021
Q2 		$2.14M Buy
15,122
+1,761
+13% +$262K 0.02% 621
2021
Q1 		$1.88M Buy
13,361
+6,524
+95% +$891K 0.02% 583
2020
Q4 		$967K Sell
6,837
-10,340
-60% -$1.48M 0.01% 716
2020
Q3 		$2.53M Buy
17,177
+5,032
+41% +$727K 0.04% 373
2020
Q2 		$1.63M Sell
12,145
-698
-5% -$91.7K 0.03% 469
2020
Q1 		$1.56M Buy
12,843
+3,890
+43% +$540K 0.04% 366
2019
Q4 		$1.25M Buy
8,953
+2,427
+37% +$325K 0.03% 484
2019
Q3 		$866K Buy
6,526
+4,200
+181% +$558K 0.03% 484
2019
Q2 		$285K Sell
2,326
-315
-12% -$37K 0.01% 768
2019
Q1 		$299K Sell
2,641
-188
-7% -$20K 0.02% 467
2018
Q4 		$290K Sell
2,829
-1,417
-33% -$148K 0.05% 356
2018
Q3 		$463K Buy
+4,246
New +$458K 0.03% 340

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's FIS Position: Q1 2026 in Review

AE Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 3,045 shares — an estimated $202K sold.

AE Wealth Management first reported a position in FIS in Q3 2018 and held it in 24 quarters. The position peaked at $7.44M in Q4 2022. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • AE Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 3,045 Fidelity National Information Services shares in Q1 2026, an estimated $202K.
  • AE Wealth Management first reported a position in Fidelity National Information Services in Q3 2018 and held it in 24 quarters.
  • AE Wealth Management's Fidelity National Information Services position peaked at $7.44M in Q4 2022.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.