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

Modern Wealth 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 Q1	$333K	Buy	7,372 +1,246	+20%	+$67K	0.01%	679
2025 Q4	$407K	Sell	6,126 -724	-11%	-$47.7K	0.01%	590
2025 Q3	$452K	Sell	6,850 -262	-4%	-$19.1K	0.01%	532
2025 Q2	$579K	Buy	7,112 +53	+0.8%	+$4.12K	0.01%	453
2025 Q1	$527K	Sell	7,059 -1,373	-16%	-$103K	0.02%	409
2024 Q4	$681K	Sell	8,432 -109	-1%	-$9.39K	0.03%	310
2024 Q3	$715K	Buy	8,541 +299	+4%	+$23.6K	0.04%	200
2024 Q2	$621K	Sell	8,242 -102	-1%	-$7.55K	0.05%	192
2024 Q1	$619K	Buy	+8,344	New	+$543K	0.06%	151

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Modern Wealth Management's FIS Position: Q1 2026 in Review

Modern Wealth Management increased its Fidelity National Information Services (FIS) stake by 20% in Q1 2026, buying an estimated $67K and bringing the position to 7,372 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #679.

Modern Wealth Management first reported a position in FIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $715K in Q3 2024. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

Modern Wealth Management held 7,372 shares of Fidelity National Information Services worth $333K as of Q1 2026.
Modern Wealth Management bought 1,246 Fidelity National Information Services shares in Q1 2026, an estimated $67K.
Fidelity National Information Services made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #679 holding.
Modern Wealth Management first reported a position in Fidelity National Information Services in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's Fidelity National Information Services position peaked at $715K in Q3 2024.
937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.