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

HB 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 		$1.08M Sell
27,901
-10,206
-27% -$442K 0.01% 712
2026
Q1 		$1.79M Buy
38,107
+1,922
+5% +$103K 0.01% 463
2025
Q4 		$2.4M Sell
36,185
-27,298
-43% -$1.8M 0.02% 374
2025
Q3 		$4.19M Buy
63,483
+8,250
+15% +$602K 0.03% 273
2025
Q2 		$4.5M Sell
55,233
-18,158
-25% -$1.41M 0.04% 244
2025
Q1 		$5.48M Buy
73,391
+11,699
+19% +$880K 0.05% 215
2024
Q4 		$4.98M Buy
61,692
+4,246
+7% +$366K 0.05% 167
2024
Q3 		$4.81M Buy
57,446
+12,522
+28% +$989K 0.05% 161
2024
Q2 		$3.39M Buy
44,924
+3,287
+8% +$243K 0.04% 189
2024
Q1 		$3.09M Buy
41,637
+5,552
+15% +$361K 0.04% 188
2023
Q4 		$2.17M Buy
36,085
+11,691
+48% +$641K 0.03% 211
2023
Q3 		$1.35M Buy
24,394
+5,002
+26% +$288K 0.02% 263
2023
Q2 		$1.06M Buy
19,392
+787
+4% +$43.3K 0.02% 288
2023
Q1 		$1.01M Buy
18,605
+543
+3% +$35.3K 0.02% 284
2022
Q4 		$1.23M Buy
18,062
+12,634
+233% +$898K 0.02% 256
2022
Q3 		$410K Buy
5,428
+263
+5% +$24.5K 0.01% 376
2022
Q2 		$473K Buy
5,165
+1,641
+47% +$163K 0.01% 352
2022
Q1 		$354K Buy
+3,524
New +$369K 0.01% 413

Other funds holding FIS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

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

HB Wealth Management reduced its Fidelity National Information Services (FIS) stake by 27% in Q2 2026, selling an estimated $442K and leaving 27,901 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #712.

HB Wealth Management first reported a position in FIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.48M in Q1 2025. 855 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • HB Wealth Management held 27,901 shares of Fidelity National Information Services worth $1.08M as of Q2 2026.
  • HB Wealth Management sold 10,206 Fidelity National Information Services shares in Q2 2026, an estimated $442K.
  • Fidelity National Information Services made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #712 holding.
  • HB Wealth Management first reported a position in Fidelity National Information Services in Q1 2022 and has held it in 18 quarters since.
  • HB Wealth Management's Fidelity National Information Services position peaked at $5.48M in Q1 2025.
  • 855 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.