QFW
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QTR Family Wealth’s Fidelity National Information Services FIS Stock Holding History

QTR Family Wealth’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 		– Sell
-5,547
Closed -$261K – 346
2026
Q1 		$261K Buy
+5,547
New +$298K 0.11% 220

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 $3.38T AUM 44.17% 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

QTR Family Wealth's FIS Position: Q2 2026 in Review

QTR Family Wealth sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 5,547 shares — an estimated $261K sold.

QTR Family Wealth first reported a position in FIS in Q1 2026 and held it in 1 quarter. The position peaked at $261K in Q1 2026. 863 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • QTR Family Wealth reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • QTR Family Wealth sold 5,547 Fidelity National Information Services shares in Q2 2026, an estimated $261K.
  • QTR Family Wealth first reported a position in Fidelity National Information Services in Q1 2026 and held it in 1 quarter.
  • QTR Family Wealth's Fidelity National Information Services position peaked at $261K in Q1 2026.
  • 863 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.