SAG
FIS icon

SageView Advisory Group’s Fidelity National Information Services FIS Stock Holding History

SageView Advisory 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
Q1 		– Sell
-1,247
Closed -$82.9K – 1219
2025
Q4 		$82.9K Buy
+1,247
New +$82.2K ﹤0.01% 885
2025
Q3 		– Sell
-11,330
Closed -$927K – 651
2025
Q2 		$927K Buy
11,330
+102
+0.9% +$7.94K 0.04% 255
2025
Q1 		$839K Buy
11,228
+43
+0.4% +$3.23K 0.04% 253
2024
Q4 		$903K Buy
11,185
+160
+1% +$13.8K 0.04% 235
2024
Q3 		$923K Sell
11,025
-380
-3% -$30K 0.05% 210
2024
Q2 		$859K Sell
11,405
-92
-0.8% -$6.81K 0.04% 247
2024
Q1 		$615K Buy
11,497
+148
+1% +$9.63K 0.03% 281
2023
Q4 		$717K Buy
+11,349
New +$623K 0.03% 318

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's FIS Position: Q1 2026 in Review

SageView Advisory Group sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 1,247 shares — an estimated $82.9K sold.

SageView Advisory Group first reported a position in FIS in Q4 2023 and held it in 8 quarters. The position peaked at $927K in Q2 2025. 945 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • SageView Advisory Group reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,247 Fidelity National Information Services shares in Q1 2026, an estimated $82.9K.
  • SageView Advisory Group first reported a position in Fidelity National Information Services in Q4 2023 and held it in 8 quarters.
  • SageView Advisory Group's Fidelity National Information Services position peaked at $927K in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.