Perigon Wealth Management
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
Q3 		– Sell
-7,330
Closed -$285K – 1505
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% -$9.5K 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

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

Perigon Wealth Management's FIS Position: Q3 2026 in Review

Perigon Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2026, closing a stake of 7,330 shares — an estimated $285K sold.

Perigon Wealth Management first reported a position in FIS in Q4 2020 and held it in 15 quarters. The position peaked at $320K in Q3 2024. 165 funds tracked by Wall St. Rank hold FIS as of Q3 2026.

  • Perigon Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 7,330 Fidelity National Information Services shares in Q3 2026, an estimated $285K.
  • Perigon Wealth Management first reported a position in Fidelity National Information Services in Q4 2020 and held it in 15 quarters.
  • Perigon Wealth Management's Fidelity National Information Services position peaked at $320K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.