CWMK
FIS icon

Caliber Wealth Management (Kansas)’s Fidelity National Information Services FIS Stock Holding History

Caliber Wealth Management (Kansas)’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
Q2 		$2.03M Buy
52,227
+7,673
+17% +$332K 0.2% 92
2026
Q1 		$2.09M Buy
44,554
+2,999
+7% +$161K 0.23% 84
2025
Q4 		$2.76M Buy
41,555
+4,151
+11% +$274K 0.3% 73
2025
Q3 		$2.47M Buy
37,404
+63
+0.2% +$4.59K 0.28% 81
2025
Q2 		$3.04M Buy
37,341
+2,034
+6% +$158K 0.33% 69
2025
Q1 		$2.64M Buy
+35,307
New +$2.65M 0.36% 72

Other funds holding FIS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s FIS Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Fidelity National Information Services (FIS) stake by 17% in Q2 2026, buying an estimated $332K and bringing the position to 52,227 shares worth $2.03M. The position accounts for 0.2% of the portfolio, ranked #92.

Caliber Wealth Management (Kansas) first reported a position in FIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.04M in Q2 2025. 323 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 52,227 shares of Fidelity National Information Services worth $2.03M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 7,673 Fidelity National Information Services shares in Q2 2026, an estimated $332K.
  • Fidelity National Information Services made up 0.2% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #92 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Fidelity National Information Services in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Fidelity National Information Services position peaked at $3.04M in Q2 2025.
  • 323 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.