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Strata Wealth Advisors, LLC → FIS
Strata Wealth Advisors, LLC FIS Position History
Fidelity National Information Services, Inc. • Services
Quarters held
10
Latest value
$7.8M
Q3 2026
Peak value
$9.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q3 2025 | $3.5M |
| Q4 2025 | $3.6M |
| Q4 2025 | $4.7M |
| Q1 2026 | $5.9M |
| Q1 2026 | $5.9M |
| Q2 2026 | $8.2M |
| Q2 2026 | $7.6M |
| Q3 2026 | $9.2M |
| Q3 2026 | $7.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.8M | 180.0K | — | — |
| Q3 2026 | $9.2M | 226.6K | — | — |
| Q2 2026 | $7.6M | 166.3K | — | — |
| Q2 2026 | $8.2M | 202.8K | — | — |
| Q1 2026 | $5.9M | 129.8K | — | — |
| Q1 2026 | $5.9M | 162.8K | — | — |
| Q4 2025 | $4.7M | 101.9K | — | — |
| Q4 2025 | $3.6M | 98.8K | — | — |
| Q3 2025 | $3.5M | 75.3K | — | — |
| Q3 2025 | $2.3M | 65.0K | — | — |
Other funds holding FIS
$4.9B
$4.5B
$3.8B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B