Allegheny Financial Group’s Fidelity National Information Services FIS Stock Holding History

Allegheny Financial Group’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
2025 Q3	–	Sell	-2,784	Closed	-$227K	–	265
2025 Q2	$227K	Buy	+2,784	New	+$217K	0.05%	223
2022 Q3	–	Sell	-2,368	Closed	-$217K	–	169
2022 Q2	$217K	Hold	2,368	–	–	0.1%	144
2022 Q1	$238K	Hold	2,368	–	–	0.1%	141
2021 Q4	$258K	Hold	2,368	–	–	0.1%	131
2021 Q3	$288K	Hold	2,368	–	–	0.13%	108
2021 Q2	$335K	Sell	2,368 -8	-0.3%	-$1.19K	0.15%	97
2021 Q1	$334K	Hold	2,376	–	–	0.24%	66
2020 Q4	$336K	Buy	+2,376	New	+$339K	0.18%	82

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allegheny Financial Group's FIS Position: Q3 2025 in Review

Allegheny Financial Group sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 2,784 shares — an estimated $227K sold.

Allegheny Financial Group first reported a position in FIS in Q4 2020 and held it in 8 quarters. The position peaked at $336K in Q4 2020. 988 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

Allegheny Financial Group reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
Allegheny Financial Group sold 2,784 Fidelity National Information Services shares in Q3 2025, an estimated $227K.
Allegheny Financial Group first reported a position in Fidelity National Information Services in Q4 2020 and held it in 8 quarters.
Allegheny Financial Group's Fidelity National Information Services position peaked at $336K in Q4 2020.
988 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Allegheny Financial Group's 13F filing for Q3 2025, filed 6 Nov 2025.