Modern Wealth Management, LLC
Position in FIS — Fidelity National Information Services, Inc.
CIK 2001900
KANSAS CITY, MO
Position in FIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$228,495
-$117,322 QoQ
Shares Held
5,877
-20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#584
of 849 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in FIS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $11,013,455 across 8 Information Technology Services names. FIS ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
28,885 | $8,122,746 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
13,948 | $1,910,176 | |
| 3 | ACN |
Accenture plc
|
3,242 | $403,431 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
This page
|
5,877 | $228,495 | |
| 5 | INFY |
Infosys Ltd
|
14,051 | $147,393 | |
| 6 | WIT |
Wipro Ltd
|
38,678 | $87,024 | |
| 7 | GDYN |
Grid Dynamics Holdings, Inc.
|
11,620 | $66,001 | |
| 8 | VRRM |
VERRA MOBILITY Corp
|
11,339 | $48,189 |
All Filings in FIS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,495 | 5,877 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $345,817 | 7,372 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $407,132 | 6,126 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $451,685 | 6,850 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $578,985 | 7,112 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $527,164 | 7,059 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $681,050 | 8,432 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $715,307 | 8,541 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $621,115 | 8,242 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $618,955 | 8,344 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||