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Summit Trail Advisors’s Fidelity National Information Services FIS Stock Holding History

Summit Trail 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 		$1.56M Buy
33,263
+20,102
+153% +$1.08M 0.02% 700
2025
Q4 		$875K Sell
13,161
-603
-4% -$39.8K 0.02% 880
2025
Q3 		$908K Buy
13,764
+5,670
+70% +$413K 0.01% 886
2025
Q2 		$659K Buy
8,094
+1,725
+27% +$134K 0.01% 630
2025
Q1 		$476K Sell
6,369
-1,613
-20% -$121K 0.02% 261
2024
Q4 		$645K Buy
7,982
+2,868
+56% +$247K 0.02% 183
2024
Q3 		$428K Buy
5,114
+630
+14% +$49.7K 0.01% 441
2024
Q2 		$338K Buy
4,484
+862
+24% +$63.8K 0.01% 453
2024
Q1 		$269K Buy
+3,622
New +$236K 0.01% 494
2023
Q4 		– Sell
-4,875
Closed -$269K – 572
2023
Q3 		$269K Buy
4,875
+931
+24% +$53.6K 0.01% 404
2023
Q2 		$216K Sell
3,944
-1,037
-21% -$57.1K 0.01% 469
2023
Q1 		$271K Buy
4,981
+1,497
+43% +$97.4K 0.01% 338
2022
Q4 		$236K Sell
3,484
-2,406
-41% -$171K 0.01% 331
2022
Q3 		$445K Sell
5,890
-892
-13% -$83.1K 0.02% 197
2022
Q2 		$622K Sell
6,782
-2,861
-30% -$284K 0.04% 160
2022
Q1 		$968K Buy
9,643
+851
+10% +$89K 0.08% 108
2021
Q4 		$960K Buy
8,792
+69
+0.8% +$7.8K 0.06% 132
2021
Q3 		$1.06M Buy
+8,723
New +$1.17M 0.08% 114
2020
Q3 		– Sell
-2,241
Closed -$300K – 218
2020
Q2 		$300K Buy
+2,241
New +$294K 0.06% 121
2018
Q4 		– Sell
-4,252
Closed -$464K – 161
2018
Q3 		$464K Buy
4,252
+3,902
+1,115% +$420K 0.1% 111
2018
Q2 		$37K Sell
350
-4,238
-92% -$431K 0.01% 329
2018
Q1 		$219K Buy
4,588
+1,485
+48% +$146K 0.04% 355
2017
Q4 		$304K Buy
+3,103
New +$292K 0.04% 319

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

Summit Trail Advisors's FIS Position: Q1 2026 in Review

Summit Trail Advisors increased its Fidelity National Information Services (FIS) stake by 153% in Q1 2026, buying an estimated $1.08M and bringing the position to 33,263 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #700.

Summit Trail Advisors first reported a position in FIS in Q4 2017 and has held it in 23 quarters since. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Summit Trail Advisors held 33,263 shares of Fidelity National Information Services worth $1.56M as of Q1 2026.
  • Summit Trail Advisors bought 20,102 Fidelity National Information Services shares in Q1 2026, an estimated $1.08M.
  • Fidelity National Information Services made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #700 holding.
  • Summit Trail Advisors first reported a position in Fidelity National Information Services in Q4 2017 and has held it in 23 quarters since.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.