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Legacy Wealth Management, LLC → FIS
Legacy Wealth Management, LLC FIS Position History
Fidelity National Information Services, Inc. • Services
Quarters held
4
Latest value
$197.4M
Q3 2026
Peak value
$250M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $157.3M |
| Q1 2026 | $159.7M |
| Q2 2026 | $250M |
| Q3 2026 | $197.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $197.4M | 4.56M | — | — |
| Q2 2026 | $250M | 5.50M | — | — |
| Q1 2026 | $159.7M | 3.50M | — | — |
| Q4 2025 | $157.3M | 3.42M | — | — |
Other funds holding FIS
$4.9B
$4.5B
$3.8B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B