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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
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% +$2.19K 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

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Key Financial Inc's FIS Position: Q2 2026 in Review

Key Financial Inc held its Fidelity National Information Services (FIS) position steady in Q2 2026 at 1,150 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #560.

Key Financial Inc first reported a position in FIS in Q1 2020 and has held it in 24 quarters since. The position peaked at $137K in Q2 2021. 862 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Key Financial Inc held 1,150 shares of Fidelity National Information Services worth $44.7K as of Q2 2026.
  • Key Financial Inc left its Fidelity National Information Services share count unchanged in Q2 2026.
  • Fidelity National Information Services made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #560 holding.
  • Key Financial Inc first reported a position in Fidelity National Information Services in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Fidelity National Information Services position peaked at $137K in Q2 2021.
  • 862 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.