Aegis Wealth Management (Maryland)’s Fidelity National Information Services FIS Stock Holding History

Aegis Wealth Management (Maryland)’s Portfolio FIS Stock Details FIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,607	Closed	-$216K	–	161
2026 Q1	$216K	Buy	4,607 +279	+6%	+$15K	0.12%	115
2025 Q4	$288K	Sell	4,328 -200	-4%	-$13.2K	0.16%	98
2025 Q3	$299K	Sell	4,528 -197	-4%	-$14.4K	0.16%	96
2025 Q2	$353K	Hold	4,725	–	–	0.21%	76
2025 Q1	$353K	Sell	4,725 -2	-0%	-$150	0.21%	80
2024 Q4	$382K	Buy	+4,727	New	+$407K	0.26%	61

Other funds holding FIS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s FIS Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 4,607 shares — an estimated $216K sold.

Aegis Wealth Management (Maryland) first reported a position in FIS in Q4 2024 and held it in 6 quarters. The position peaked at $382K in Q4 2024. 852 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

Aegis Wealth Management (Maryland) reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
Aegis Wealth Management (Maryland) sold 4,607 Fidelity National Information Services shares in Q2 2026, an estimated $216K.
Aegis Wealth Management (Maryland) first reported a position in Fidelity National Information Services in Q4 2024 and held it in 6 quarters.
Aegis Wealth Management (Maryland)'s Fidelity National Information Services position peaked at $382K in Q4 2024.
852 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.