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Southern Financial Group’s Fidelity National Information Services FIS Stock Holding History

Southern Financial 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 		$343K Buy
8,817
+530
+6% +$22.9K 0.09% 60
2026
Q1 		$389K Buy
8,287
+1,514
+22% +$81.4K 0.11% 46
2025
Q4 		$450K Buy
+6,773
New +$447K 0.13% 41

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 22.96% 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

Southern Financial Group's FIS Position: Q2 2026 in Review

Southern Financial Group increased its Fidelity National Information Services (FIS) stake by 6.4% in Q2 2026, buying an estimated $22.9K and bringing the position to 8,817 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #60.

Southern Financial Group first reported a position in FIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $450K in Q4 2025. 350 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Southern Financial Group held 8,817 shares of Fidelity National Information Services worth $343K as of Q2 2026.
  • Southern Financial Group bought 530 Fidelity National Information Services shares in Q2 2026, an estimated $22.9K.
  • Fidelity National Information Services made up 0.09% of Southern Financial Group's portfolio in Q2 2026, its #60 holding.
  • Southern Financial Group first reported a position in Fidelity National Information Services in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Fidelity National Information Services position peaked at $450K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.