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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's FIS Position: Q1 2026 in Review

Regal Investment Advisors increased its Fidelity National Information Services (FIS) stake by 6% in Q1 2026, buying an estimated $183K and bringing the position to 60,205 shares worth $2.82M. The position accounts for 0.16% of the portfolio, ranked #149.

Regal Investment Advisors first reported a position in FIS in Q3 2014 and has held it in 19 quarters since. The position peaked at $5.48M in Q2 2024. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Regal Investment Advisors held 60,205 shares of Fidelity National Information Services worth $2.82M as of Q1 2026.
  • Regal Investment Advisors bought 3,394 Fidelity National Information Services shares in Q1 2026, an estimated $183K.
  • Fidelity National Information Services made up 0.16% of Regal Investment Advisors's portfolio in Q1 2026, its #149 holding.
  • Regal Investment Advisors first reported a position in Fidelity National Information Services in Q3 2014 and has held it in 19 quarters since.
  • Regal Investment Advisors's Fidelity National Information Services position peaked at $5.48M in Q2 2024.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.