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LRI Investments’s Fidelity National Information Services FIS Stock Holding History

LRI Investments’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 		$62.5K Buy
1,607
+1,182
+278% +$51.1K 0.01% 524
2026
Q1 		$19.9K Buy
425
+274
+181% +$14.7K ﹤0.01% 695
2025
Q4 		$10K Sell
151
-284
-65% -$18.7K ﹤0.01% 868
2025
Q3 		$28.7K Buy
435
+374
+613% +$27.3K ﹤0.01% 645
2025
Q2 		$4.97K Buy
61
+43
+239% +$3.35K ﹤0.01% 1020
2025
Q1 		$1.34K Buy
+18
New +$1.35K ﹤0.01% 1135
2024
Q3 		– Sell
-532
Closed -$40.1K – 1168
2024
Q2 		$40.1K Buy
+532
New +$39.4K ﹤0.01% 504

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LRI Investments's FIS Position: Q2 2026 in Review

LRI Investments increased its Fidelity National Information Services (FIS) stake by 278% in Q2 2026, buying an estimated $51.1K and bringing the position to 1,607 shares worth $62.5K. The position accounts for 0.01% of the portfolio, ranked #524.

LRI Investments first reported a position in FIS in Q2 2024 and has held it in 7 quarters since. 420 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • LRI Investments held 1,607 shares of Fidelity National Information Services worth $62.5K as of Q2 2026.
  • LRI Investments bought 1,182 Fidelity National Information Services shares in Q2 2026, an estimated $51.1K.
  • Fidelity National Information Services made up 0.01% of LRI Investments's portfolio in Q2 2026, its #524 holding.
  • LRI Investments first reported a position in Fidelity National Information Services in Q2 2024 and has held it in 7 quarters since.
  • 420 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.