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Rooted Wealth Advisors, Inc. → FIS
Rooted Wealth Advisors, Inc. FIS Position History
Fidelity National Information Services, Inc. • Services
Quarters held
12
Latest value
$14.7M
Q3 2026
Peak value
$14.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4M |
| Q4 2025 | $12.2M |
| Q4 2025 | $11.7M |
| Q1 2026 | $4.2M |
| Q1 2026 | $13.3M |
| Q1 2026 | $11.7M |
| Q2 2026 | $4.7M |
| Q2 2026 | $14.2M |
| Q2 2026 | $14.7M |
| Q3 2026 | $4.7M |
| Q3 2026 | $14.2M |
| Q3 2026 | $14.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.7M | 324.1K | — | — |
| Q3 2026 | $14.2M | 235.3K | — | — |
| Q3 2026 | $4.7M | 112.7K | — | — |
| Q2 2026 | $14.7M | 324.1K | — | — |
| Q2 2026 | $14.2M | 235.3K | — | — |
| Q2 2026 | $4.7M | 112.7K | — | — |
| Q1 2026 | $11.7M | 254.6K | — | — |
| Q1 2026 | $13.3M | 224.7K | — | — |
| Q1 2026 | $4.2M | 106.7K | — | — |
| Q4 2025 | $11.7M | 255.2K | — | — |
| Q4 2025 | $12.2M | 207.1K | — | — |
| Q4 2025 | $4M | 104.5K | — | — |
Other funds holding FIS
$4.9B
$4.5B
$3.8B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B