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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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. 937 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.
937 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.