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 Q3	$209K	Buy	+6,360	New	+$258K	0.02%	442
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

LVW Advisors's FIS Position: Q3 2026 in Review

LVW Advisors opened a new position in Fidelity National Information Services (FIS) in Q3 2026: 6,360 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #442 among its holdings. This is a return to the name: LVW Advisors previously reported a position in FIS as recently as Q1 2026.

LVW Advisors first reported a position in FIS in Q1 2022 and has held it in 7 quarters since. The position peaked at $707K in Q1 2022. 338 funds tracked by Wall St. Rank hold FIS as of Q3 2026.

LVW Advisors held 6,360 shares of Fidelity National Information Services worth $209K as of Q3 2026.
Fidelity National Information Services was a new LVW Advisors position in Q3 2026.
Fidelity National Information Services made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #442 holding.
LVW Advisors first reported a position in Fidelity National Information Services in Q1 2022 and has held it in 7 quarters since.
LVW Advisors's Fidelity National Information Services position peaked at $707K in Q1 2022.
338 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.