Sage Private Wealth Group’s Fidelity National Information Services FIS Stock Holding History

Sage Private Wealth Group’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	$386K	Buy	9,924 +387	+4%	+$16.7K	0.17%	71
2026 Q1	$447K	Buy	9,537 +3,624	+61%	+$195K	0.23%	56
2025 Q4	$393K	Buy	5,913 +42	+0.7%	+$2.77K	0.21%	62
2025 Q3	$387K	Buy	5,871 +1,310	+29%	+$95.5K	0.22%	67
2025 Q2	$371K	Buy	4,561 +776	+21%	+$60.4K	0.24%	62
2025 Q1	$283K	Sell	3,785 -135	-3%	-$10.2K	0.21%	73
2024 Q4	$317K	Buy	3,920 +404	+11%	+$34.8K	0.24%	62
2024 Q3	$295K	Buy	+3,516	New	+$278K	0.23%	72
2022 Q4	–	Sell	-91	Closed	-$7K	–	88
2022 Q3	$7K	Hold	91	–	–	0.01%	158
2022 Q2	$8K	Hold	91	–	–	0.01%	146
2022 Q1	$9K	Hold	91	–	–	0.01%	148
2021 Q4	$9K	Hold	91	–	–	0.01%	143
2021 Q3	$11K	Hold	91	–	–	0.02%	142
2021 Q2	$13K	Hold	91	–	–	0.02%	132
2021 Q1	$13K	Hold	91	–	–	0.02%	134
2020 Q4	$13K	Buy	+91	New	+$13K	0.04%	120

Other funds holding FIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sage Private Wealth Group's FIS Position: Q2 2026 in Review

Sage Private Wealth Group increased its Fidelity National Information Services (FIS) stake by 4.1% in Q2 2026, buying an estimated $16.7K and bringing the position to 9,924 shares worth $386K. The position accounts for 0.17% of the portfolio, ranked #71.

Sage Private Wealth Group first reported a position in FIS in Q4 2020 and has held it in 16 quarters since. The position peaked at $447K in Q1 2026. 505 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

Sage Private Wealth Group held 9,924 shares of Fidelity National Information Services worth $386K as of Q2 2026.
Sage Private Wealth Group bought 387 Fidelity National Information Services shares in Q2 2026, an estimated $16.7K.
Fidelity National Information Services made up 0.17% of Sage Private Wealth Group's portfolio in Q2 2026, its #71 holding.
Sage Private Wealth Group first reported a position in Fidelity National Information Services in Q4 2020 and has held it in 16 quarters since.
Sage Private Wealth Group's Fidelity National Information Services position peaked at $447K in Q1 2026.
505 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.