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IAG Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

IAG Wealth Partners’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 		$26.1K Hold
672
– – ﹤0.01% 281
2026
Q1 		$31.5K Sell
672
-150
-18% -$8.07K ﹤0.01% 250
2025
Q4 		$54.6K Hold
822
– – 0.01% 201
2025
Q3 		$54.2K Sell
822
-145
-15% -$10.6K 0.01% 202
2025
Q2 		$78.8K Sell
967
-103
-10% -$8.01K 0.01% 174
2025
Q1 		$79.9K Hold
1,070
– – 0.01% 159
2024
Q4 		$86.5K Sell
1,070
-10
-0.9% -$861 0.02% 147
2024
Q3 		$90.5K Sell
1,080
-130
-11% -$10.3K 0.02% 138
2024
Q2 		$91.2K Hold
1,210
– – 0.02% 125
2024
Q1 		$89.8K Sell
1,210
-165
-12% -$10.7K 0.02% 126
2023
Q4 		$82.6K Buy
1,375
+278
+25% +$15.3K 0.02% 119
2023
Q3 		$60.7K Sell
1,097
-529
-33% -$30.4K 0.02% 132
2023
Q2 		$89K Hold
1,626
– – 0.02% 121
2023
Q1 		$88.4K Hold
1,626
– – 0.02% 108
2022
Q4 		$110K Hold
1,626
– – 0.03% 94
2022
Q3 		$123K Sell
1,626
-160
-9% -$14.9K 0.04% 78
2022
Q2 		$164K Hold
1,786
– – 0.05% 71
2022
Q1 		$179K Sell
1,786
-123
-6% -$12.9K 0.06% 69
2021
Q4 		$208K Sell
1,909
-1
-0.1% -$113 0.07% 59
2021
Q3 		$233K Sell
1,910
-123
-6% -$16.5K 0.08% 49
2021
Q2 		$288K Hold
2,033
– – 0.1% 42
2021
Q1 		$286K Sell
2,033
-155
-7% -$21.2K 0.11% 41
2020
Q4 		$310K Hold
2,188
– – 0.13% 40
2020
Q3 		$323K Sell
2,188
-219
-9% -$31.7K 0.15% 40
2020
Q2 		$323K Hold
2,407
– – 0.16% 41
2020
Q1 		$293K Buy
+2,407
New +$334K 0.2% 42

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

IAG Wealth Partners's FIS Position: Q2 2026 in Review

IAG Wealth Partners held its Fidelity National Information Services (FIS) position steady in Q2 2026 at 672 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

IAG Wealth Partners first reported a position in FIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $323K in Q3 2020. 862 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • IAG Wealth Partners held 672 shares of Fidelity National Information Services worth $26.1K as of Q2 2026.
  • IAG Wealth Partners left its Fidelity National Information Services share count unchanged in Q2 2026.
  • Fidelity National Information Services made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #281 holding.
  • IAG Wealth Partners first reported a position in Fidelity National Information Services in Q1 2020 and has held it in 26 quarters since.
  • IAG Wealth Partners's Fidelity National Information Services position peaked at $323K in Q3 2020.
  • 862 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.