Key Financial Inc
FIS icon

Key Financial Inc’s Fidelity National Information Services FIS Stock Holding History

Key Financial Inc’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
Q3 		$18.3K Sell
555
-595
-52% -$24.1K ﹤0.01% 726
2026
Q2 		$44.7K Hold
1,150
– – 0.01% 560
2026
Q1 		$53.9K Hold
1,150
– – 0.01% 511
2025
Q4 		$76.4K Sell
1,150
-46
-4% -$3.03K 0.01% 444
2025
Q3 		$79.5K Hold
1,196
– – 0.01% 433
2025
Q2 		$97.4K Hold
1,196
– – 0.02% 388
2025
Q1 		$89.3K Hold
1,196
– – 0.02% 381
2024
Q4 		$96.6K Buy
1,196
+46
+4% +$3.96K 0.02% 362
2024
Q3 		$96.3K Hold
1,150
– – 0.02% 352
2024
Q2 		$86.7K Buy
1,150
+10
+0.9% +$740 0.02% 361
2024
Q1 		$84.6K Hold
1,140
– – 0.02% 351
2023
Q4 		$68.5K Hold
1,140
– – 0.02% 374
2023
Q3 		$63K Hold
1,140
– – 0.02% 366
2023
Q2 		$62.4K Hold
1,140
– – 0.02% 373
2023
Q1 		$61.9K Sell
1,140
-22
-2% -$1.43K 0.02% 360
2022
Q4 		$87.8K Hold
1,162
– – 0.04% 265
2022
Q3 		$88K Buy
1,162
+211
+22% +$19.6K 0.04% 266
2022
Q2 		$89K Buy
951
+22
+2% +$2.18K 0.05% 259
2022
Q1 		$93K Hold
929
– – 0.05% 263
2021
Q4 		$101K Buy
929
+9
+1% +$1.02K 0.05% 233
2021
Q3 		$112K Hold
920
– – 0.06% 204
2021
Q2 		$137K Hold
920
– – 0.08% 186
2021
Q1 		$129K Hold
920
– – 0.09% 172
2020
Q4 		$130K Buy
+920
New +$131K 0.1% 161
2020
Q2 		– Sell
-1,087
Closed -$136K – 276
2020
Q1 		$136K Buy
+1,087
New +$151K 0.14% 122

Other funds holding FIS

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Key Financial Inc's FIS Position: Q3 2026 in Review

Key Financial Inc reduced its Fidelity National Information Services (FIS) stake by 52% in Q3 2026, selling an estimated $24.1K and leaving 555 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Key Financial Inc first reported a position in FIS in Q1 2020 and has held it in 25 quarters since. The position peaked at $137K in Q2 2021. 277 funds tracked by Wall St. Rank hold FIS as of Q3 2026.

  • Key Financial Inc held 555 shares of Fidelity National Information Services worth $18.3K as of Q3 2026.
  • Key Financial Inc sold 595 Fidelity National Information Services shares in Q3 2026, an estimated $24.1K.
  • Fidelity National Information Services made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #726 holding.
  • Key Financial Inc first reported a position in Fidelity National Information Services in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Fidelity National Information Services position peaked at $137K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.