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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → FIS
PENSION & WEALTH MANAGEMENT ADVISORS, INC. FIS Position History
Fidelity National Information Services, Inc. • Services
Quarters held
55
Latest value
$37K
Q3 2026
Peak value
$30.2M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $448K |
| Q4 2022 | $629K |
| Q1 2023 | $408K |
| Q1 2023 | $12.9M |
| Q2 2023 | $410K |
| Q2 2023 | $13.5M |
| Q3 2023 | $379K |
| Q3 2023 | $13.8M |
| Q4 2023 | $392K |
| Q4 2023 | $16.9M |
| Q1 2024 | $424K |
| Q1 2024 | $4.2M |
| Q2 2024 | $418K |
| Q2 2024 | $18.1M |
| Q3 2024 | $445K |
| Q3 2024 | $21M |
| Q4 2024 | $401K |
| Q4 2024 | $18K |
| Q4 2024 | $20.8M |
| Q1 2025 | $420K |
| Q1 2025 | $16K |
| Q1 2025 | $15K |
| Q1 2025 | $20.6M |
| Q2 2025 | $106K |
| Q2 2025 | $395K |
| Q2 2025 | $20K |
| Q2 2025 | $16K |
| Q2 2025 | $24.6M |
| Q3 2025 | $128K |
| Q3 2025 | $402K |
| Q3 2025 | $1K |
| Q3 2025 | $24.8M |
| Q4 2025 | $751K |
| Q4 2025 | $448K |
| Q4 2025 | $149 |
| Q4 2025 | $26.9M |
| Q1 2026 | $741K |
| Q1 2026 | $415K |
| Q1 2026 | $138 |
| Q1 2026 | $1K |
| Q1 2026 | $26.8M |
| Q2 2026 | $2.1M |
| Q2 2026 | $457K |
| Q2 2026 | $48K |
| Q2 2026 | $1K |
| Q2 2026 | $33K |
| Q2 2026 | $27.4M |
| Q3 2026 | $2.1M |
| Q3 2026 | $474K |
| Q3 2026 | $50K |
| Q3 2026 | $1K |
| Q3 2026 | $44K |
| Q3 2026 | $30.2M |
| Q3 2026 | $35K |
| Q3 2026 | $37K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $37K | 955 | — | — |
| Q3 2026 | $35K | 1.1K | — | — |
| Q3 2026 | $30.2M | 696.4K | — | — |
| Q3 2026 | $44K | 1.1K | — | — |
| Q3 2026 | $1K | 35 | — | — |
| Q3 2026 | $50K | 166 | — | — |
| Q3 2026 | $474K | 5.8K | — | — |
| Q3 2026 | $2.1M | 49.4K | — | — |
| Q2 2026 | $27.4M | 603.3K | — | — |
| Q2 2026 | $33K | 823 | — | — |
| Q2 2026 | $1K | 35 | — | — |
| Q2 2026 | $48K | 166 | — | — |
| Q2 2026 | $457K | 5.9K | — | — |
| Q2 2026 | $2.1M | 49.9K | — | — |
| Q1 2026 | $26.8M | 588.4K | — | — |
| Q1 2026 | $1K | 35 | — | — |
| Q1 2026 | $138 | 0 | — | — |
| Q1 2026 | $415K | 5.9K | — | — |
| Q1 2026 | $741K | 20.4K | — | — |
| Q4 2025 | $26.9M | 584.9K | — | — |
| Q4 2025 | $149 | 0 | — | — |
| Q4 2025 | $448K | 6.0K | — | — |
| Q4 2025 | $751K | 19.7K | — | — |
| Q3 2025 | $24.8M | 536.1K | — | — |
| Q3 2025 | $1K | 6 | — | — |
| Q3 2025 | $402K | 6.0K | — | — |
| Q3 2025 | $128K | 3.4K | — | — |
| Q2 2025 | $24.6M | 538.5K | — | — |
| Q2 2025 | $16K | 500 | — | — |
| Q2 2025 | $20K | 100 | — | — |
| Q2 2025 | $395K | 6.2K | — | — |
| Q2 2025 | $106K | 3.1K | — | — |
| Q1 2025 | $20.6M | 452.3K | — | — |
| Q1 2025 | $15K | 500 | — | — |
| Q1 2025 | $16K | 100 | — | — |
| Q1 2025 | $420K | 6.2K | — | — |
| Q4 2024 | $20.8M | 463.4K | — | — |
| Q4 2024 | $18K | 100 | — | — |
| Q4 2024 | $401K | 6.1K | — | — |
| Q3 2024 | $21M | 448.9K | — | — |
| Q3 2024 | $445K | 6.1K | — | — |
| Q2 2024 | $18.1M | 402.2K | — | — |
| Q2 2024 | $418K | 6.1K | — | — |
| Q1 2024 | $4.2M | 93.7K | — | — |
| Q1 2024 | $424K | 6.1K | — | — |
| Q4 2023 | $16.9M | 368.1K | — | — |
| Q4 2023 | $392K | 6.1K | — | — |
| Q3 2023 | $13.8M | 316.8K | — | — |
| Q3 2023 | $379K | 6.2K | — | — |
| Q2 2023 | $13.5M | 199.8K | — | — |
| Q2 2023 | $410K | 885 | — | — |
| Q1 2023 | $12.9M | 280.8K | — | — |
| Q1 2023 | $408K | 6.6K | — | — |
| Q4 2022 | $629K | 14.0K | — | — |
| Q4 2022 | $448K | 7.0K | — | — |
Other funds holding FIS
$4.9B
$4.5B
$3.8B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B
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