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Regal Investment Advisors’s Fidelity National Information Services FIS Stock Holding History

Regal Investment 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 		$2.71M Buy
69,699
+9,494
+16% +$411K 0.14% 167
2026
Q1 		$2.82M Buy
60,205
+3,394
+6% +$183K 0.16% 149
2025
Q4 		$3.78M Buy
56,811
+4,607
+9% +$304K 0.23% 116
2025
Q3 		$3.44M Sell
52,204
-504
-1% -$36.8K 0.22% 119
2025
Q2 		$4.29M Sell
52,708
-3,502
-6% -$272K 0.32% 81
2025
Q1 		$4.2M Sell
56,210
-7,286
-11% -$548K 0.34% 82
2024
Q4 		$5.13M Sell
63,496
-857
-1% -$73.8K 0.39% 71
2024
Q3 		$5.39M Sell
64,353
-8,328
-11% -$658K 0.38% 73
2024
Q2 		$5.48M Buy
72,681
+956
+1% +$70.8K 0.36% 76
2024
Q1 		$5.32M Buy
71,725
+7,344
+11% +$478K 0.36% 76
2023
Q4 		$3.87M Buy
64,381
+18,501
+40% +$1.02M 0.29% 101
2023
Q3 		$2.54M Buy
45,880
+14,395
+46% +$828K 0.21% 130
2023
Q2 		$1.72M Sell
31,485
-1,076
-3% -$59.2K 0.14% 157
2023
Q1 		$1.77M Buy
32,561
+8,465
+35% +$551K 0.16% 150
2022
Q4 		$1.63M Buy
+24,096
New +$1.71M 0.16% 141
2015
Q4 		– Sell
-1,412
Closed -$94K – 478
2015
Q3 		$94K Hold
1,412
– – 0.02% 348
2015
Q2 		$87K Hold
1,412
– – 0.02% 354
2015
Q1 		$96K Hold
1,412
– – 0.02% 343
2014
Q4 		$88K Sell
1,412
-273
-16% -$16K 0.02% 329
2014
Q3 		$95K Buy
+1,685
New +$95.2K 0.03% 309

Other funds holding FIS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regal Investment Advisors's FIS Position: Q2 2026 in Review

Regal Investment Advisors increased its Fidelity National Information Services (FIS) stake by 16% in Q2 2026, buying an estimated $411K and bringing the position to 69,699 shares worth $2.71M. The position accounts for 0.14% of the portfolio, ranked #167.

Regal Investment Advisors first reported a position in FIS in Q3 2014 and has held it in 20 quarters since. The position peaked at $5.48M in Q2 2024. 862 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Regal Investment Advisors held 69,699 shares of Fidelity National Information Services worth $2.71M as of Q2 2026.
  • Regal Investment Advisors bought 9,494 Fidelity National Information Services shares in Q2 2026, an estimated $411K.
  • Fidelity National Information Services made up 0.14% of Regal Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Regal Investment Advisors first reported a position in Fidelity National Information Services in Q3 2014 and has held it in 20 quarters since.
  • Regal Investment Advisors's Fidelity National Information Services position peaked at $5.48M in Q2 2024.
  • 862 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.