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SAX WEALTH ADVISORS, LLC → FIS
SAX WEALTH ADVISORS, LLC FIS Position History
Fidelity National Information Services, Inc. • Services
Quarters held
22
Latest value
$291.3M
Q3 2026
Peak value
$291.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q3 2025 | $1.7M |
| Q3 2025 | $4.6M |
| Q3 2025 | $157.6M |
| Q4 2025 | $4M |
| Q4 2025 | $2.5M |
| Q4 2025 | $5.9M |
| Q4 2025 | $185.8M |
| Q1 2026 | $4M |
| Q1 2026 | $2.5M |
| Q1 2026 | $5.9M |
| Q1 2026 | $184.1M |
| Q2 2026 | $3.9M |
| Q2 2026 | $3M |
| Q2 2026 | $237K |
| Q2 2026 | $5.2M |
| Q2 2026 | $204.9M |
| Q3 2026 | $4.8M |
| Q3 2026 | $5.3M |
| Q3 2026 | $453K |
| Q3 2026 | $5.3M |
| Q3 2026 | $291.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $291.3M | 6.73M | — | — |
| Q3 2026 | $5.3M | 132.6K | — | — |
| Q3 2026 | $453K | 7.5K | — | — |
| Q3 2026 | $5.3M | 17.6K | — | — |
| Q3 2026 | $4.8M | 111.3K | — | — |
| Q2 2026 | $204.9M | 4.49M | — | — |
| Q2 2026 | $5.2M | 138.9K | — | — |
| Q2 2026 | $237K | 4.3K | — | — |
| Q2 2026 | $3M | 14.5K | — | — |
| Q2 2026 | $3.9M | 108.7K | — | — |
| Q1 2026 | $184.1M | 4.00M | — | — |
| Q1 2026 | $5.9M | 162.0K | — | — |
| Q1 2026 | $2.5M | 11.2K | — | — |
| Q1 2026 | $4M | 106.0K | — | — |
| Q4 2025 | $185.8M | 4.04M | — | — |
| Q4 2025 | $5.9M | 162.0K | — | — |
| Q4 2025 | $2.5M | 11.2K | — | — |
| Q4 2025 | $4M | 106.0K | — | — |
| Q3 2025 | $157.6M | 3.41M | — | — |
| Q3 2025 | $4.6M | 130.6K | — | — |
| Q3 2025 | $1.7M | 7.5K | — | — |
| Q3 2025 | $3.2M | 85.3K | — | — |
Other funds holding FIS
$4.9B
$4.5B
$3.8B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B