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

Heritage 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
Q1 		– Sell
-312
Closed -$20.7K – 688
2025
Q4 		$20.7K Hold
312
– – ﹤0.01% 400
2025
Q3 		$20.6K Hold
312
– – ﹤0.01% 377
2025
Q2 		$25.4K Hold
312
– – ﹤0.01% 349
2025
Q1 		$23.3K Hold
312
– – ﹤0.01% 354
2024
Q4 		$25.2K Hold
312
– – ﹤0.01% 370
2024
Q3 		$26.1K Sell
312
-1,127
-78% -$89K ﹤0.01% 375
2024
Q2 		$108K Sell
1,439
-4
-0.3% -$296 ﹤0.01% 245
2024
Q1 		$107K Buy
1,443
+202
+16% +$13.2K ﹤0.01% 256
2023
Q4 		$74.5K Buy
+1,241
New +$68.1K ﹤0.01% 297
2020
Q2 		– Sell
-188
Closed -$22.9K – 443
2020
Q1 		$22.9K Buy
188
+164
+683% +$22.8K ﹤0.01% 308
2019
Q4 		$3.34K Buy
+24
New +$3.22K ﹤0.01% 478

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Advisors's FIS Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 312 shares — an estimated $20.7K sold.

Heritage Wealth Advisors first reported a position in FIS in Q4 2019 and held it in 11 quarters. The position peaked at $108K in Q2 2024. 945 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 312 Fidelity National Information Services shares in Q1 2026, an estimated $20.7K.
  • Heritage Wealth Advisors first reported a position in Fidelity National Information Services in Q4 2019 and held it in 11 quarters.
  • Heritage Wealth Advisors's Fidelity National Information Services position peaked at $108K in Q2 2024.
  • 945 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.