IWA
FIS icon

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
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

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

Invera Wealth Advisors's FIS Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Fidelity National Information Services (FIS) stake by 15% in Q1 2026, selling an estimated $43.9K and leaving 4,491 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #92.

Invera Wealth Advisors first reported a position in FIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $919K in Q3 2024. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Invera Wealth Advisors held 4,491 shares of Fidelity National Information Services worth $211K as of Q1 2026.
  • Invera Wealth Advisors sold 817 Fidelity National Information Services shares in Q1 2026, an estimated $43.9K.
  • Fidelity National Information Services made up 0.14% of Invera Wealth Advisors's portfolio in Q1 2026, its #92 holding.
  • Invera Wealth Advisors first reported a position in Fidelity National Information Services in Q3 2024 and has held it in 7 quarters since.
  • Invera Wealth Advisors's Fidelity National Information Services position peaked at $919K in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.