IWC
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Integrated Wealth Concepts’s Fidelity National Information Services FIS Stock Holding History

Integrated Wealth Concepts’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
Q1 		$910K Buy
+19,396
New +$1.04M 0.01% 1176
2025
Q4 		– Sell
-6,892
Closed -$454K – 1771
2025
Q3 		$454K Sell
6,892
-3,412
-33% -$249K ﹤0.01% 1403
2025
Q2 		$839K Buy
10,304
+2,243
+28% +$175K 0.01% 1019
2025
Q1 		$602K Sell
8,061
-2,578
-24% -$194K 0.01% 1064
2024
Q4 		$859K Buy
10,639
+731
+7% +$62.9K 0.01% 888
2024
Q3 		$830K Buy
9,908
+677
+7% +$53.5K 0.01% 876
2024
Q2 		$696K Sell
9,231
-197
-2% -$14.6K 0.01% 911
2024
Q1 		$699K Sell
9,428
-472
-5% -$30.7K 0.01% 910
2023
Q4 		$595K Sell
9,900
-32,420
-77% -$1.78M 0.01% 921
2023
Q3 		$2.34M Buy
42,320
+432
+1% +$24.9K 0.04% 399
2023
Q2 		$2.29M Buy
41,888
+5,559
+15% +$306K 0.04% 412
2023
Q1 		$1.97M Buy
36,329
+31,232
+613% +$2.03M 0.04% 416
2022
Q4 		$346K Sell
5,097
-267
-5% -$19K 0.01% 769
2022
Q3 		$405K Sell
5,364
-1,300
-20% -$121K 0.01% 655
2022
Q2 		$611K Buy
6,664
+2,374
+55% +$236K 0.02% 547
2022
Q1 		$431K Buy
4,290
+504
+13% +$52.7K 0.01% 615
2021
Q4 		$413K Sell
3,786
-93
-2% -$10.5K 0.01% 658
2021
Q3 		$472K Buy
+3,879
New +$520K 0.02% 597

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's FIS Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Fidelity National Information Services (FIS) in Q1 2026: 19,396 shares worth $910K. The stake represents 0.01% of the portfolio and ranks #1176 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in FIS as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in FIS in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.34M in Q3 2023. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Integrated Wealth Concepts held 19,396 shares of Fidelity National Information Services worth $910K as of Q1 2026.
  • Fidelity National Information Services was a new Integrated Wealth Concepts position in Q1 2026.
  • Fidelity National Information Services made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1176 holding.
  • Integrated Wealth Concepts first reported a position in Fidelity National Information Services in Q3 2021 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's Fidelity National Information Services position peaked at $2.34M in Q3 2023.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.