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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
Q2 		$285K Buy
7,330
+2,165
+42% +$93.7K ﹤0.01% 1150
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

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

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

Perigon Wealth Management increased its Fidelity National Information Services (FIS) stake by 42% in Q2 2026, buying an estimated $93.7K and bringing the position to 7,330 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Perigon Wealth Management first reported a position in FIS in Q4 2020 and has held it in 15 quarters since. The position peaked at $320K in Q3 2024. 860 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Perigon Wealth Management held 7,330 shares of Fidelity National Information Services worth $285K as of Q2 2026.
  • Perigon Wealth Management bought 2,165 Fidelity National Information Services shares in Q2 2026, an estimated $93.7K.
  • Fidelity National Information Services made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1150 holding.
  • Perigon Wealth Management first reported a position in Fidelity National Information Services in Q4 2020 and has held it in 15 quarters since.
  • Perigon Wealth Management's Fidelity National Information Services position peaked at $320K in Q3 2024.
  • 860 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.