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

Wealth Alliance’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 		– Sell
-8,965
Closed -$596K – 564
2025
Q4 		$596K Sell
8,965
-1,294
-13% -$85.3K 0.06% 268
2025
Q3 		$677K Buy
10,259
+404
+4% +$29.5K 0.07% 238
2025
Q2 		$802K Buy
9,855
+844
+9% +$65.7K 0.09% 206
2025
Q1 		$673K Buy
9,011
+72
+0.8% +$5.41K 0.08% 221
2024
Q4 		$722K Sell
8,939
-416
-4% -$35.8K 0.09% 204
2024
Q3 		$783K Sell
9,355
-585
-6% -$46.2K 0.09% 193
2024
Q2 		$749K Sell
9,940
-231
-2% -$17.1K 0.1% 188
2024
Q1 		$755K Sell
10,171
-4,120
-29% -$268K 0.1% 196
2023
Q4 		$858K Sell
14,291
-597
-4% -$32.8K 0.12% 171
2023
Q3 		$823K Sell
14,888
-526
-3% -$30.3K 0.13% 164
2023
Q2 		$843K Buy
15,414
+20
+0.1% +$1.1K 0.13% 167
2023
Q1 		$836K Buy
15,394
+2,591
+20% +$169K 0.14% 166
2022
Q4 		$869K Buy
12,803
+259
+2% +$18.4K 0.15% 152
2022
Q3 		$948K Sell
12,544
-2,867
-19% -$267K 0.19% 120
2022
Q2 		$1.41M Buy
15,411
+1,577
+11% +$157K 0.27% 82
2022
Q1 		$1.39M Buy
13,834
+789
+6% +$82.5K 0.28% 76
2021
Q4 		$1.42M Buy
13,045
+2,950
+29% +$333K 0.29% 75
2021
Q3 		$1.23M Sell
10,095
-736
-7% -$98.7K 0.28% 79
2021
Q2 		$1.53M Buy
10,831
+829
+8% +$123K 0.36% 58
2021
Q1 		$1.41M Buy
10,002
+3,415
+52% +$466K 0.39% 55
2020
Q4 		$932K Buy
6,587
+159
+2% +$22.7K 0.27% 81
2020
Q3 		$946K Sell
6,428
-8
-0.1% -$1.16K 0.34% 73
2020
Q2 		$863K Buy
6,436
+856
+15% +$112K 0.34% 77
2020
Q1 		$679K Buy
+5,580
New +$775K 0.37% 75

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

Wealth Alliance's FIS Position: Q1 2026 in Review

Wealth Alliance sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 8,965 shares — an estimated $596K sold.

Wealth Alliance first reported a position in FIS in Q1 2020 and held it in 24 quarters. The position peaked at $1.53M in Q2 2021. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Wealth Alliance reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance sold 8,965 Fidelity National Information Services shares in Q1 2026, an estimated $596K.
  • Wealth Alliance first reported a position in Fidelity National Information Services in Q1 2020 and held it in 24 quarters.
  • Wealth Alliance's Fidelity National Information Services position peaked at $1.53M in Q2 2021.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.