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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
Q3 		$220K Buy
6,693
+8
+0.1% +$324 0.05% 336
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Wealth Asset Management's FIS Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Fidelity National Information Services (FIS) stake by 0.12% in Q3 2026, buying an estimated $324 and bringing the position to 6,693 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #336.

Legacy Wealth Asset Management first reported a position in FIS in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2024. 28 funds tracked by Wall St. Rank hold FIS as of Q3 2026.

  • Legacy Wealth Asset Management held 6,693 shares of Fidelity National Information Services worth $220K as of Q3 2026.
  • Legacy Wealth Asset Management bought 8 Fidelity National Information Services shares in Q3 2026, an estimated $324.
  • Fidelity National Information Services made up 0.05% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #336 holding.
  • Legacy Wealth Asset Management first reported a position in Fidelity National Information Services in Q3 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's Fidelity National Information Services position peaked at $1.05M in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.