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LVW Advisors’s Fidelity National Information Services FIS Stock Holding History

LVW 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
Q2 		– Sell
-9,213
Closed -$432K – 475
2026
Q1 		$432K Buy
+9,213
New +$496K 0.04% 237
2023
Q2 		– Sell
-5,107
Closed -$277K – 216
2023
Q1 		$277K Sell
5,107
-2,964
-37% -$193K 0.05% 194
2022
Q4 		$548K Buy
8,071
+1,428
+21% +$101K 0.11% 137
2022
Q3 		$502K Sell
6,643
-265
-4% -$24.7K 0.11% 130
2022
Q2 		$633K Sell
6,908
-132
-2% -$13.1K 0.13% 118
2022
Q1 		$707K Buy
+7,040
New +$736K 0.12% 116

Other funds holding FIS

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

LVW Advisors's FIS Position: Q2 2026 in Review

LVW Advisors sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 9,213 shares — an estimated $432K sold.

LVW Advisors first reported a position in FIS in Q1 2022 and held it in 6 quarters. The position peaked at $707K in Q1 2022. 280 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • LVW Advisors reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 9,213 Fidelity National Information Services shares in Q2 2026, an estimated $432K.
  • LVW Advisors first reported a position in Fidelity National Information Services in Q1 2022 and held it in 6 quarters.
  • LVW Advisors's Fidelity National Information Services position peaked at $707K in Q1 2022.
  • 280 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.