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Capital Advisors Ltd’s Fidelity National Information Services FIS Stock Holding History

Capital Advisors Ltd’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
-208
Closed -$10K – 1439
2026
Q1 		$10K Buy
208
+142
+215% +$7.64K ﹤0.01% 825
2025
Q4 		$4K Sell
66
-6
-8% -$396 ﹤0.01% 968
2025
Q3 		$5K Sell
72
-84
-54% -$6.13K ﹤0.01% 918
2025
Q2 		$13K Buy
156
+84
+117% +$6.54K ﹤0.01% 726
2025
Q1 		$5K Sell
72
-13
-15% -$977 ﹤0.01% 914
2024
Q4 		$7K Hold
85
– – ﹤0.01% 862
2024
Q3 		$7K Buy
85
+12
+16% +$947 ﹤0.01% 850
2024
Q2 		$6K Sell
73
-4
-5% -$296 ﹤0.01% 873
2024
Q1 		$6K Buy
77
+1
+1% +$65 ﹤0.01% 837
2023
Q4 		$5K Sell
76
-7
-8% -$384 ﹤0.01% 832
2023
Q3 		$5K Buy
83
+65
+361% +$3.74K ﹤0.01% 813
2023
Q2 		$1K Buy
+18
New +$990 ﹤0.01% 1134
2023
Q1 		– Sell
-101
Closed -$7K – 1312
2022
Q4 		$7K Buy
+101
New +$7.17K ﹤0.01% 602
2022
Q3 		– Sell
-45
Closed -$4K – 1313
2022
Q2 		$4K Buy
+45
New +$4.47K ﹤0.01% 592
2022
Q1 		– Sell
-9
Closed -$1K – 1002
2021
Q4 		$1K Buy
+9
New +$1.02K ﹤0.01% 666

Other funds holding FIS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Ltd's FIS Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 208 shares — an estimated $10K sold.

Capital Advisors Ltd first reported a position in FIS in Q4 2021 and held it in 15 quarters. The position peaked at $13K in Q2 2025. 855 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 208 Fidelity National Information Services shares in Q2 2026, an estimated $10K.
  • Capital Advisors Ltd first reported a position in Fidelity National Information Services in Q4 2021 and held it in 15 quarters.
  • Capital Advisors Ltd's Fidelity National Information Services position peaked at $13K in Q2 2025.
  • 855 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.