Integrated Wealth Concepts LLC
Position in FIS — Fidelity National Information Services, Inc.
CIK 1737109
WALTHAM, MA
Position in FIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$909,866
+$455,408 QoQ
Shares Held
19,396
+181.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $42,248,911 across 24 Information Technology Services names. FIS ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
68,432 | $16,587,232 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
67,258 | $10,928,079 | |
| 3 | ACN |
Accenture plc
|
16,119 | $3,196,236 | |
| 4 | CACI |
Caci International Inc /De/
|
3,080 | $1,675,119 | |
| 5 | IT |
Gartner Inc
|
10,449 | $1,654,494 | |
| 6 | G |
Genpact LTD
|
29,827 | $1,111,055 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
This page
|
19,396 | $909,866 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
5,621 | $874,177 |
All Filings in FIS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $909,866 | 19,396 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $454,458 | 6,892 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $838,848 | 10,304 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $601,995 | 8,061 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $859,312 | 10,639 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $829,795 | 9,908 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $695,648 | 9,231 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $699,369 | 9,428 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $594,693 | 9,900 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,339,026 | 42,320 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,291,273 | 41,888 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,973,754 | 36,329 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $345,831 | 5,097 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $405,357 | 5,364 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $610,888 | 6,664 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $430,801 | 4,290 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $413,241 | 3,786 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $471,996 | 3,879 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||