Gratus Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

Gratus Wealth Advisors’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	-7,044	Closed	-$330K	–	143
2026 Q1	$330K	Sell	7,044 -5,102	-42%	-$274K	0.05%	112
2025 Q4	$807K	Sell	12,146 -243	-2%	-$16K	0.11%	69
2025 Q3	$817K	Buy	12,389 +170	+1%	+$12.4K	0.12%	69
2025 Q2	$995K	Sell	12,219 -75	-0.6%	-$5.83K	0.15%	61
2025 Q1	$918K	Buy	12,294 +42	+0.3%	+$3.16K	0.15%	61
2024 Q4	$990K	Hold	12,252	–	–	0.16%	59
2024 Q3	$1.03M	Buy	12,252 +190	+2%	+$15K	0.17%	57
2024 Q2	$908K	Buy	12,062 +360	+3%	+$26.6K	0.16%	62
2024 Q1	$819K	Buy	11,702 +6,118	+110%	+$398K	0.15%	67
2023 Q4	$335K	Buy	+5,584	New	+$306K	0.07%	108

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gratus Wealth Advisors's FIS Position: Q2 2026 in Review

Gratus Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 7,044 shares — an estimated $330K sold.

Gratus Wealth Advisors first reported a position in FIS in Q4 2023 and held it in 10 quarters. The position peaked at $1.03M in Q3 2024. 264 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

Gratus Wealth Advisors reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
Gratus Wealth Advisors sold 7,044 Fidelity National Information Services shares in Q2 2026, an estimated $330K.
Gratus Wealth Advisors first reported a position in Fidelity National Information Services in Q4 2023 and held it in 10 quarters.
Gratus Wealth Advisors's Fidelity National Information Services position peaked at $1.03M in Q3 2024.
264 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.