KPWS
FIS icon

Kestra Private Wealth Services’s Fidelity National Information Services FIS Stock Holding History

Kestra Private Wealth Services’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 		$274K Sell
7,050
-7,047
-50% -$305K ﹤0.01% 1542
2026
Q1 		$661K Buy
14,097
+3,716
+36% +$200K 0.01% 1064
2025
Q4 		$690K Sell
10,381
-972
-9% -$64.1K 0.01% 997
2025
Q3 		$749K Buy
11,353
+348
+3% +$25.4K 0.01% 903
2025
Q2 		$896K Buy
11,005
+1,281
+13% +$99.7K 0.01% 782
2025
Q1 		$726K Buy
9,724
+1,016
+12% +$76.4K 0.01% 799
2024
Q4 		$703K Sell
8,708
-307
-3% -$26.4K 0.01% 778
2024
Q3 		$755K Sell
9,015
-1,460
-14% -$115K 0.01% 714
2024
Q2 		$789K Buy
10,475
+700
+7% +$51.8K 0.02% 653
2024
Q1 		$725K Buy
9,775
+1,692
+21% +$110K 0.02% 655
2023
Q4 		$486K Sell
8,083
-459
-5% -$25.2K 0.01% 737
2023
Q3 		$472K Sell
8,542
-1,661
-16% -$95.6K 0.01% 686
2023
Q2 		$558K Sell
10,203
-1,875
-16% -$103K 0.02% 600
2023
Q1 		$656K Buy
12,078
+4,563
+61% +$297K 0.03% 521
2022
Q4 		$510K Sell
7,515
-2,697
-26% -$192K 0.03% 519
2022
Q3 		$772K Buy
10,212
+701
+7% +$65.3K 0.04% 385
2022
Q2 		$872K Buy
9,511
+620
+7% +$61.6K 0.05% 367
2022
Q1 		$893K Buy
8,891
+1,408
+19% +$147K 0.04% 406
2021
Q4 		$817K Buy
7,483
+223
+3% +$25.2K 0.04% 443
2021
Q3 		$883K Buy
7,260
+884
+14% +$119K 0.05% 380
2021
Q2 		$903K Buy
6,376
+2,305
+57% +$342K 0.05% 353
2021
Q1 		$572K Buy
4,071
+1,642
+68% +$224K 0.04% 423
2020
Q4 		$339K Buy
2,429
+465
+24% +$66.4K 0.03% 540
2020
Q3 		$289K Buy
+1,964
New +$284K 0.03% 494

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's FIS Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Fidelity National Information Services (FIS) stake by 50% in Q2 2026, selling an estimated $305K and leaving 7,050 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Kestra Private Wealth Services first reported a position in FIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $903K in Q2 2021. 863 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Kestra Private Wealth Services held 7,050 shares of Fidelity National Information Services worth $274K as of Q2 2026.
  • Kestra Private Wealth Services sold 7,047 Fidelity National Information Services shares in Q2 2026, an estimated $305K.
  • Fidelity National Information Services made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1542 holding.
  • Kestra Private Wealth Services first reported a position in Fidelity National Information Services in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Fidelity National Information Services position peaked at $903K in Q2 2021.
  • 863 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.