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LGT Financial Advisors’s Fidelity National Information Services FIS Stock Holding History

LGT Financial 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
2025
Q4 		– Sell
-50
Closed -$3.28K – 288
2025
Q3 		$3.28K Sell
50
-4
-7% -$292 0.01% 324
2025
Q2 		$4.43K Buy
54
+5
+10% +$389 0.01% 304
2025
Q1 		$3.67K Sell
49
-349
-88% -$26.2K 0.01% 249
2024
Q4 		$32.1K Hold
398
– – 0.07% 216
2024
Q3 		$33.3K Sell
398
-438
-52% -$34.6K 0.08% 185
2024
Q2 		$63K Sell
836
-1,292
-61% -$95.6K 0.13% 133
2024
Q1 		$158K Buy
+2,128
New +$139K 0.18% 131

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LGT Financial Advisors's FIS Position: Q4 2025 in Review

LGT Financial Advisors sold out of Fidelity National Information Services (FIS) in Q4 2025, closing a stake of 50 shares — an estimated $3.28K sold.

LGT Financial Advisors first reported a position in FIS in Q1 2024 and held it in 7 quarters. The position peaked at $158K in Q1 2024. 995 funds tracked by Wall St. Rank hold FIS as of Q4 2025.

  • LGT Financial Advisors reported no remaining Fidelity National Information Services position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 50 Fidelity National Information Services shares in Q4 2025, an estimated $3.28K.
  • LGT Financial Advisors first reported a position in Fidelity National Information Services in Q1 2024 and held it in 7 quarters.
  • LGT Financial Advisors's Fidelity National Information Services position peaked at $158K in Q1 2024.
  • 995 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.