IAG Wealth Partners
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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
Q3 		$22.1K Hold
672
– – ﹤0.01% 315
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

IAG Wealth Partners's FIS Position: Q3 2026 in Review

IAG Wealth Partners held its Fidelity National Information Services (FIS) position steady in Q3 2026 at 672 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

IAG Wealth Partners first reported a position in FIS in Q1 2020 and has held it in 27 quarters since. The position peaked at $323K in Q3 2020. 399 funds tracked by Wall St. Rank hold FIS as of Q3 2026.

  • IAG Wealth Partners held 672 shares of Fidelity National Information Services worth $22.1K as of Q3 2026.
  • IAG Wealth Partners left its Fidelity National Information Services share count unchanged in Q3 2026.
  • Fidelity National Information Services made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #315 holding.
  • IAG Wealth Partners first reported a position in Fidelity National Information Services in Q1 2020 and has held it in 27 quarters since.
  • IAG Wealth Partners's Fidelity National Information Services position peaked at $323K in Q3 2020.
  • 399 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.