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Shakespeare Wealth Management, LLC → FIS

Shakespeare Wealth Management, LLC FIS Position History

Fidelity National Information Services, Inc. • Services

Quarters held
6
Latest value
$42.4M
Q3 2026
Peak value
$42.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$33.8M
Q3 2025$203K
Q4 2025$35.3M
Q1 2026$39.7M
Q2 2026$42.8M
Q3 2026$42.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$42.4M978.2K——
Q2 2026$42.8M941.2K——
Q1 2026$39.7M870.7K——
Q4 2025$35.3M767.5K——
Q3 2025$203K3.1K——
Q3 2025$33.8M730.3K——

Other funds holding FIS

Other Shakespeare Wealth Management, LLC positions

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$76.4M
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VANGUARD ADMIRAL FDS INC

$75.7M
VGES

VANGUARD ADMIRAL FDS INC

$69.3M
VGES

Vanguard S&P 500 Value

$57.5M
VGES

Vanguard S&P 500 Value

$56.2M
VGES

Vanguard S&P 500 Value

$54.3M
VGES

Vanguard S&P 500 Growth

$45.2M