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

Diversify 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
Q2 		– Sell
-4,680
Closed -$216K – 1307
2026
Q1 		$216K Buy
+4,680
New +$252K ﹤0.01% 1068

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversify Wealth Management's FIS Position: Q2 2026 in Review

Diversify Wealth Management sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 4,680 shares — an estimated $216K sold.

Diversify Wealth Management first reported a position in FIS in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 863 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Diversify Wealth Management reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 4,680 Fidelity National Information Services shares in Q2 2026, an estimated $216K.
  • Diversify Wealth Management first reported a position in Fidelity National Information Services in Q1 2026 and held it in 1 quarter.
  • Diversify Wealth Management's Fidelity National Information Services position peaked at $216K in Q1 2026.
  • 863 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.