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SteelPeak Wealth’s Fidelity National Information Services FIS Stock Holding History

SteelPeak 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 		$294K Sell
7,554
-62
-0.8% -$2.68K 0.01% 534
2026
Q1 		$357K Sell
7,616
-26,825
-78% -$1.44M 0.01% 425
2025
Q4 		$2.29M Buy
34,441
+26,882
+356% +$1.77M 0.07% 185
2025
Q3 		$498K Sell
7,559
-7
-0.1% -$510 0.02% 389
2025
Q2 		$616K Buy
7,566
+98
+1% +$7.63K 0.02% 337
2025
Q1 		$558K Buy
7,468
+68
+0.9% +$5.11K 0.02% 330
2024
Q4 		$598K Hold
7,400
– – 0.02% 322
2024
Q3 		$620K Sell
7,400
-1
-0% -$79 0.03% 278
2024
Q2 		$558K Buy
7,401
+36
+0.5% +$2.67K 0.03% 297
2024
Q1 		$546K Hold
7,365
– – 0.03% 285
2023
Q4 		$442K Hold
7,365
– – 0.03% 291
2023
Q3 		$407K Sell
7,365
-500
-6% -$28.8K 0.03% 278
2023
Q2 		$430K Hold
7,865
– – 0.03% 265
2023
Q1 		$427K Sell
7,865
-33
-0.4% -$2.15K 0.03% 258
2022
Q4 		$536K Hold
7,898
– – 0.04% 235
2022
Q3 		$597K Buy
7,898
+33
+0.4% +$3.07K 0.04% 220
2022
Q2 		$721K Sell
7,865
-70
-0.9% -$6.95K 0.05% 204
2022
Q1 		$797K Buy
7,935
+500
+7% +$52.3K 0.05% 211
2021
Q4 		$812K Sell
7,435
-55
-0.7% -$6.21K 0.05% 197
2021
Q3 		$911K Sell
7,490
-279
-4% -$37.4K 0.06% 173
2021
Q2 		$1.1M Hold
7,769
– – 0.08% 172
2021
Q1 		$1.09M Sell
7,769
-67
-0.9% -$9.15K 0.09% 150
2020
Q4 		$1.11M Buy
+7,836
New +$1.12M 0.1% 148
2020
Q1 		– Sell
-1,847
Closed -$257K – 267
2019
Q4 		$257K Buy
+1,847
New +$248K 0.04% 213

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

SteelPeak Wealth's FIS Position: Q2 2026 in Review

SteelPeak Wealth reduced its Fidelity National Information Services (FIS) stake by 0.81% in Q2 2026, selling an estimated $2.68K and leaving 7,554 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #534.

SteelPeak Wealth first reported a position in FIS in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.29M in Q4 2025. 855 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • SteelPeak Wealth held 7,554 shares of Fidelity National Information Services worth $294K as of Q2 2026.
  • SteelPeak Wealth sold 62 Fidelity National Information Services shares in Q2 2026, an estimated $2.68K.
  • Fidelity National Information Services made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #534 holding.
  • SteelPeak Wealth first reported a position in Fidelity National Information Services in Q4 2019 and has held it in 24 quarters since.
  • SteelPeak Wealth's Fidelity National Information Services position peaked at $2.29M in Q4 2025.
  • 855 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.