Avantra Family Wealth’s Fidelity National Information Services FIS Stock Holding History

Avantra Family Wealth’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	-13,590	Closed	-$638K	–	178
2026 Q1	$638K	Buy	13,590 +2,196	+19%	+$118K	0.47%	66
2025 Q4	$757K	Buy	11,394 +625	+6%	+$41.2K	0.55%	52
2025 Q3	$710K	Buy	10,769 +373	+4%	+$27.2K	0.53%	56
2025 Q2	$846K	Buy	10,396 +228	+2%	+$17.7K	0.7%	37
2025 Q1	$759K	Sell	10,168 -146	-1%	-$11K	0.73%	44
2024 Q4	$833K	Buy	+10,314	New	+$888K	0.78%	38

Other funds holding FIS

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Avantra Family Wealth's FIS Position: Q2 2026 in Review

Avantra Family Wealth sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 13,590 shares — an estimated $638K sold.

Avantra Family Wealth first reported a position in FIS in Q4 2024 and held it in 6 quarters. The position peaked at $846K in Q2 2025. 280 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

Avantra Family Wealth reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
Avantra Family Wealth sold 13,590 Fidelity National Information Services shares in Q2 2026, an estimated $638K.
Avantra Family Wealth first reported a position in Fidelity National Information Services in Q4 2024 and held it in 6 quarters.
Avantra Family Wealth's Fidelity National Information Services position peaked at $846K in Q2 2025.
280 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.