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Patriot Financial Group Insurance Agency’s Fidelity National Information Services FIS Stock Holding History

Patriot Financial Group Insurance Agency’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 		$979K Sell
25,187
-6,297
-20% -$272K 0.1% 230
2026
Q1 		$1.48M Buy
31,484
+20,262
+181% +$1.09M 0.08% 250
2025
Q4 		$746K Buy
11,222
+4,085
+57% +$269K 0.09% 242
2025
Q3 		$471K Buy
7,137
+263
+4% +$19.2K 0.06% 296
2025
Q2 		$560K Buy
6,874
+442
+7% +$34.4K 0.06% 291
2025
Q1 		$480K Buy
6,432
+314
+5% +$23.6K 0.06% 304
2024
Q4 		$494K Buy
6,118
+261
+4% +$22.5K 0.07% 287
2024
Q3 		$491K Buy
5,857
+184
+3% +$14.5K 0.07% 297
2024
Q2 		$428K Sell
5,673
-8,518
-60% -$631K 0.06% 296
2024
Q1 		$1.05M Sell
14,191
-6,434
-31% -$419K 0.17% 140
2023
Q4 		$1.24M Buy
20,625
+1,928
+10% +$106K 0.23% 102
2023
Q3 		$1.03M Buy
18,697
+2,935
+19% +$169K 0.21% 125
2023
Q2 		$862K Buy
15,762
+4,430
+39% +$244K 0.16% 151
2023
Q1 		$616K Buy
11,332
+4,463
+65% +$291K 0.12% 184
2022
Q4 		$466K Buy
6,869
+907
+15% +$64.4K 0.06% 223
2022
Q3 		$451K Buy
5,962
+21
+0.4% +$1.96K 0.11% 209
2022
Q2 		$545K Buy
5,941
+366
+7% +$36.4K 0.11% 188
2022
Q1 		$560K Buy
5,575
+2,290
+70% +$240K 0.1% 218
2021
Q4 		$359K Buy
3,285
+1,844
+128% +$208K 0.06% 307
2021
Q3 		$175K Buy
1,441
+270
+23% +$36.2K 0.03% 474
2021
Q2 		$166K Buy
1,171
+287
+32% +$42.6K 0.03% 471
2021
Q1 		$124K Buy
884
+440
+99% +$60.1K 0.03% 492
2020
Q4 		$63K Buy
444
+427
+2,512% +$60.9K 0.02% 619
2020
Q3 		$3K Buy
17
+4
+31% +$578 ﹤0.01% 1356
2020
Q2 		$2K Buy
13
+5
+63% +$657 ﹤0.01% 1383
2020
Q1 		$1K Sell
8
-7
-47% -$972 ﹤0.01% 1426
2019
Q4 		$2K Buy
15
+4
+36% +$536 ﹤0.01% 1113
2019
Q3 		$1K Buy
11
+3
+38% +$398 ﹤0.01% 1174
2019
Q2 		$1K Hold
8
– – ﹤0.01% 1232
2019
Q1 		$1K Hold
8
– – ﹤0.01% 1107
2018
Q4 		$1K Buy
+8
New +$834 ﹤0.01% 893
2017
Q3 		– Sell
-91
Closed -$8K – 923
2017
Q2 		$8K Buy
+91
New +$7.61K 0.01% 572

Other funds holding FIS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Patriot Financial Group Insurance Agency's FIS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Fidelity National Information Services (FIS) stake by 20% in Q2 2026, selling an estimated $272K and leaving 25,187 shares worth $979K. The position accounts for 0.1% of the portfolio, ranked #230.

Patriot Financial Group Insurance Agency first reported a position in FIS in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.48M in Q1 2026. 343 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 25,187 shares of Fidelity National Information Services worth $979K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 6,297 Fidelity National Information Services shares in Q2 2026, an estimated $272K.
  • Fidelity National Information Services made up 0.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #230 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Fidelity National Information Services in Q2 2017 and has held it in 32 quarters since.
  • Patriot Financial Group Insurance Agency's Fidelity National Information Services position peaked at $1.48M in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.