PWM
FIS icon

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

Perigon 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 		$242K Buy
5,165
+1,366
+36% +$73.5K ﹤0.01% 1113
2025
Q4 		$252K Sell
3,799
-750
-16% -$49.5K ﹤0.01% 1102
2025
Q3 		$300K Buy
4,549
+1,852
+69% +$135K 0.01% 961
2025
Q2 		$220K Buy
2,697
+4
+0.1% +$311 0.01% 969
2025
Q1 		$201K Sell
2,693
-127
-5% -$9.55K 0.01% 973
2024
Q4 		$222K Sell
2,820
-996
-26% -$85.8K 0.01% 928
2024
Q3 		$320K Buy
3,816
+100
+3% +$7.9K 0.01% 766
2024
Q2 		$280K Buy
3,716
+154
+4% +$11.4K 0.01% 715
2024
Q1 		$264K Sell
3,562
-398
-10% -$25.9K 0.01% 717
2023
Q4 		$238K Sell
3,960
-229
-5% -$12.6K 0.01% 739
2023
Q3 		$232K Buy
+4,189
New +$241K 0.01% 684
2023
Q2 		– Sell
-3,878
Closed -$211K – 792
2023
Q1 		$211K Sell
3,878
-7
-0.2% -$456 0.01% 658
2022
Q4 		$264K Buy
+3,885
New +$276K 0.02% 572
2021
Q1 		– Sell
-704
Closed -$100K – 678
2020
Q4 		$100K Buy
+704
New +$100K 0.01% 539

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Perigon Wealth Management increased its Fidelity National Information Services (FIS) stake by 36% in Q1 2026, buying an estimated $73.5K and bringing the position to 5,165 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Perigon Wealth Management first reported a position in FIS in Q4 2020 and has held it in 14 quarters since. The position peaked at $320K in Q3 2024. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Perigon Wealth Management held 5,165 shares of Fidelity National Information Services worth $242K as of Q1 2026.
  • Perigon Wealth Management bought 1,366 Fidelity National Information Services shares in Q1 2026, an estimated $73.5K.
  • Fidelity National Information Services made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1113 holding.
  • Perigon Wealth Management first reported a position in Fidelity National Information Services in Q4 2020 and has held it in 14 quarters since.
  • Perigon Wealth Management's Fidelity National Information Services position peaked at $320K in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.