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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
Q2 		$228K Sell
5,877
-1,495
-20% -$64.7K ﹤0.01% 988
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

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

Modern Wealth Management's FIS Position: Q2 2026 in Review

Modern Wealth Management reduced its Fidelity National Information Services (FIS) stake by 20% in Q2 2026, selling an estimated $64.7K and leaving 5,877 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Modern Wealth Management first reported a position in FIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $715K in Q3 2024. 860 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Modern Wealth Management held 5,877 shares of Fidelity National Information Services worth $228K as of Q2 2026.
  • Modern Wealth Management sold 1,495 Fidelity National Information Services shares in Q2 2026, an estimated $64.7K.
  • Fidelity National Information Services made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #988 holding.
  • Modern Wealth Management first reported a position in Fidelity National Information Services in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's Fidelity National Information Services position peaked at $715K in Q3 2024.
  • 860 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.