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Legacy Wealth Asset Management’s Fidelity National Information Services FIS Stock Holding History

Legacy Wealth Asset 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 		$260K Sell
6,685
-49
-0.7% -$2.12K 0.06% 334
2026
Q1 		$316K Buy
6,734
+90
+1% +$4.84K 0.08% 310
2025
Q4 		$442K Buy
6,644
+74
+1% +$4.88K 0.11% 274
2025
Q3 		$433K Sell
6,570
-24
-0.4% -$1.75K 0.11% 276
2025
Q2 		$537K Sell
6,594
-160
-2% -$12.4K 0.14% 235
2025
Q1 		$504K Sell
6,754
-201
-3% -$15.1K 0.14% 242
2024
Q4 		$562K Sell
6,955
-321
-4% -$27.6K 0.15% 219
2024
Q3 		$609K Sell
7,276
-1,693
-19% -$134K 0.16% 206
2024
Q2 		$676K Sell
8,969
-5,191
-37% -$384K 0.19% 156
2024
Q1 		$1.05M Buy
14,160
+251
+2% +$16.3K 0.29% 92
2023
Q4 		$836K Buy
13,909
+3,480
+33% +$191K 0.27% 107
2023
Q3 		$576K Buy
10,429
+5,000
+92% +$288K 0.21% 162
2023
Q2 		$297K Buy
5,429
+286
+6% +$15.7K 0.1% 286
2023
Q1 		$279K Buy
5,143
+356
+7% +$23.2K 0.1% 295
2022
Q4 		$325K Buy
4,787
+285
+6% +$20.2K 0.12% 280
2022
Q3 		$340K Buy
+4,502
New +$419K 0.15% 245

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

Legacy Wealth Asset Management's FIS Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Fidelity National Information Services (FIS) stake by 0.73% in Q2 2026, selling an estimated $2.12K and leaving 6,685 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #334.

Legacy Wealth Asset Management first reported a position in FIS in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.05M in Q1 2024. 855 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Legacy Wealth Asset Management held 6,685 shares of Fidelity National Information Services worth $260K as of Q2 2026.
  • Legacy Wealth Asset Management sold 49 Fidelity National Information Services shares in Q2 2026, an estimated $2.12K.
  • Fidelity National Information Services made up 0.06% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #334 holding.
  • Legacy Wealth Asset Management first reported a position in Fidelity National Information Services in Q3 2022 and has held it in 16 quarters since.
  • Legacy Wealth Asset Management's Fidelity National Information Services position peaked at $1.05M in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.