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Carolina Wealth Advisors, LLC → FIS
Carolina Wealth Advisors, LLC FIS Position History
Fidelity National Information Services, Inc. • Services
Quarters held
4
Latest value
$5M
Q3 2026
Peak value
$5.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3M |
| Q1 2026 | $4.2M |
| Q2 2026 | $5.3M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 111.8K | — | — |
| Q2 2026 | $5.3M | 109.4K | — | — |
| Q1 2026 | $4.2M | 109.4K | — | — |
| Q4 2025 | $3M | 79.3K | — | — |
Other funds holding FIS
$4.9B
$4.5B
$3.8B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B
Other Carolina Wealth Advisors, LLC positions
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SCHW-PJ
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SCHW-PJ
$12.5MSCHWAB US TIPS ETF
SCHW-PJ
$12.4MSCHWAB US TIPS ETF
SCHW-PJ
$12MSCHWAB US TIPS ETF
LEO
$10.4MBNY MELLON US LARGE CAP CORE EQUITY ETF