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Essential Planning, LLC. → FIS
Essential Planning, LLC. FIS Position History
Fidelity National Information Services, Inc. • Services
Quarters held
5
Latest value
$8.9M
Q3 2026
Peak value
$8.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q4 2025 | $4.2M |
| Q1 2026 | $5.5M |
| Q2 2026 | $7.5M |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 204.8K | — | — |
| Q2 2026 | $7.5M | 164.2K | — | — |
| Q1 2026 | $5.5M | 119.9K | — | — |
| Q4 2025 | $4.2M | 91.6K | — | — |
| Q3 2025 | $2.6M | 57.3K | — | — |
Other funds holding FIS
$4.9B
$4.5B
$3.8B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B