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

Institute for 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 		$16.9K Sell
436
-4,578
-91% -$198K ﹤0.01% 1180
2026
Q1 		$235K Sell
5,014
-66
-1% -$3.55K 0.03% 484
2025
Q4 		$338K Sell
5,080
-1,836
-27% -$121K 0.04% 404
2025
Q3 		$456K Buy
6,916
+819
+13% +$59.7K 0.05% 342
2025
Q2 		$496K Hold
6,097
– – 0.06% 318
2025
Q1 		$455K Buy
6,097
+2,835
+87% +$213K 0.06% 312
2024
Q4 		$263K Sell
3,262
-70
-2% -$6.03K 0.03% 427
2024
Q3 		$279K Sell
3,332
-331
-9% -$26.1K 0.04% 431
2024
Q2 		$276K Hold
3,663
– – 0.04% 403
2024
Q1 		$272K Buy
+3,663
New +$238K 0.04% 413
2021
Q1 		– Sell
-1,426
Closed -$202K – 478
2020
Q4 		$202K Sell
1,426
-35
-2% -$5K 0.04% 427
2020
Q3 		$215K Buy
+1,461
New +$211K 0.05% 384
2020
Q1 		– Sell
-1,449
Closed -$202K – 480
2019
Q4 		$202K Buy
+1,449
New +$194K 0.05% 421

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

Institute for Wealth Management's FIS Position: Q2 2026 in Review

Institute for Wealth Management reduced its Fidelity National Information Services (FIS) stake by 91% in Q2 2026, selling an estimated $198K and leaving 436 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Institute for Wealth Management first reported a position in FIS in Q4 2019 and has held it in 13 quarters since. The position peaked at $496K in Q2 2025. 855 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Institute for Wealth Management held 436 shares of Fidelity National Information Services worth $16.9K as of Q2 2026.
  • Institute for Wealth Management sold 4,578 Fidelity National Information Services shares in Q2 2026, an estimated $198K.
  • Fidelity National Information Services made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1180 holding.
  • Institute for Wealth Management first reported a position in Fidelity National Information Services in Q4 2019 and has held it in 13 quarters since.
  • Institute for Wealth Management's Fidelity National Information Services position peaked at $496K in Q2 2025.
  • 855 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.