Invera Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

Invera Wealth Advisors’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	$397K	Buy	10,205 +5,714	+127%	+$247K	0.21%	94
2026 Q1	$211K	Sell	4,491 -817	-15%	-$43.9K	0.14%	92
2025 Q4	$353K	Sell	5,308 -3,878	-42%	-$256K	0.22%	78
2025 Q3	$606K	Sell	9,186 -117	-1%	-$8.53K	0.37%	67
2025 Q2	$757K	Sell	9,303 -1,867	-17%	-$145K	0.49%	63
2025 Q1	$834K	Buy	11,170 +121	+1%	+$9.1K	0.54%	64
2024 Q4	$876K	Buy	11,049 +444	+4%	+$38.2K	0.87%	32
2024 Q3	$919K	Buy	+10,605	New	+$837K	0.91%	29

Other funds holding FIS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invera Wealth Advisors's FIS Position: Q2 2026 in Review

Invera Wealth Advisors increased its Fidelity National Information Services (FIS) stake by 127% in Q2 2026, buying an estimated $247K and bringing the position to 10,205 shares worth $397K. The position accounts for 0.21% of the portfolio, ranked #94.

Invera Wealth Advisors first reported a position in FIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $919K in Q3 2024. 859 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

Invera Wealth Advisors held 10,205 shares of Fidelity National Information Services worth $397K as of Q2 2026.
Invera Wealth Advisors bought 5,714 Fidelity National Information Services shares in Q2 2026, an estimated $247K.
Fidelity National Information Services made up 0.21% of Invera Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Invera Wealth Advisors first reported a position in Fidelity National Information Services in Q3 2024 and has held it in 8 quarters since.
Invera Wealth Advisors's Fidelity National Information Services position peaked at $919K in Q3 2024.
859 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

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