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

Everhart 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
2026
Q2 		– Sell
-6,529
Closed -$306K – 494
2026
Q1 		$306K Sell
6,529
-242
-4% -$13K 0.03% 351
2025
Q4 		$450K Sell
6,771
-364
-5% -$24K 0.04% 279
2025
Q3 		$470K Sell
7,135
-1,299
-15% -$94.7K 0.05% 258
2025
Q2 		$687K Buy
8,434
+1,495
+22% +$116K 0.08% 188
2025
Q1 		$518K Sell
6,939
-254
-4% -$19.1K 0.07% 200
2024
Q4 		$581K Buy
7,193
+311
+5% +$26.8K 0.12% 168
2024
Q3 		$576K Buy
6,882
+1,435
+26% +$113K 0.13% 176
2024
Q2 		$410K Buy
5,447
+2,133
+64% +$158K 0.11% 188
2024
Q1 		$246K Buy
+3,314
New +$216K 0.07% 239
2022
Q3 		– Sell
-2,511
Closed -$230K – 210
2022
Q2 		$230K Buy
+2,511
New +$249K 0.14% 153

Other funds holding FIS

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group's FIS Position: Q2 2026 in Review

Everhart Financial Group sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 6,529 shares — an estimated $306K sold.

Everhart Financial Group first reported a position in FIS in Q2 2022 and held it in 10 quarters. The position peaked at $687K in Q2 2025. 112 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Everhart Financial Group reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 6,529 Fidelity National Information Services shares in Q2 2026, an estimated $306K.
  • Everhart Financial Group first reported a position in Fidelity National Information Services in Q2 2022 and held it in 10 quarters.
  • Everhart Financial Group's Fidelity National Information Services position peaked at $687K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.