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Waverly Advisors’s Fidelity National Information Services FIS Stock Holding History

Waverly 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 		$560K Buy
11,937
+2,920
+32% +$157K ﹤0.01% 1027
2025
Q4 		$599K Buy
9,017
+1,569
+21% +$103K ﹤0.01% 938
2025
Q3 		$491K Sell
7,448
-1,102
-13% -$80.4K ﹤0.01% 854
2025
Q2 		$696K Sell
8,550
-3,442
-29% -$268K 0.01% 719
2025
Q1 		$896K Buy
11,992
+939
+8% +$70.6K 0.01% 631
2024
Q4 		$893K Buy
11,053
+3,189
+41% +$275K 0.01% 541
2024
Q3 		$659K Sell
7,864
-26
-0.3% -$2.05K 0.01% 528
2024
Q2 		$595K Buy
7,890
+286
+4% +$21.2K 0.01% 537
2024
Q1 		$564K Sell
7,604
-280
-4% -$18.2K 0.01% 461
2023
Q4 		$474K Buy
7,884
+2,994
+61% +$164K 0.02% 305
2023
Q3 		$270K Sell
4,890
-240
-5% -$13.8K 0.01% 336
2023
Q2 		$281K Buy
+5,130
New +$282K 0.01% 308
2018
Q1 		– Sell
-420
Closed -$40K – 253
2017
Q4 		$40K Buy
+420
New +$39.5K 0.01% 267
2015
Q4 		– Sell
-295
Closed -$20K – 224
2015
Q3 		$20K Hold
295
– – 0.01% 270
2015
Q2 		$18K Buy
+295
New +$18.9K 0.01% 223
2014
Q4 		– Sell
-115
Closed -$6K – 509
2014
Q3 		$6K Hold
115
– – ﹤0.01% 584
2014
Q2 		$6K Buy
115
+55
+92% +$2.95K ﹤0.01% 548
2014
Q1 		$3K Sell
60
-295
-83% -$15.7K ﹤0.01% 623
2013
Q4 		$19K Buy
355
+60
+20% +$2.96K 0.01% 465
2013
Q3 		$14K Buy
+295
New +$13.4K 0.01% 405

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

Waverly Advisors's FIS Position: Q1 2026 in Review

Waverly Advisors increased its Fidelity National Information Services (FIS) stake by 32% in Q1 2026, buying an estimated $157K and bringing the position to 11,937 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Waverly Advisors first reported a position in FIS in Q3 2013 and has held it in 20 quarters since. The position peaked at $896K in Q1 2025. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Waverly Advisors held 11,937 shares of Fidelity National Information Services worth $560K as of Q1 2026.
  • Waverly Advisors bought 2,920 Fidelity National Information Services shares in Q1 2026, an estimated $157K.
  • Fidelity National Information Services made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1027 holding.
  • Waverly Advisors first reported a position in Fidelity National Information Services in Q3 2013 and has held it in 20 quarters since.
  • Waverly Advisors's Fidelity National Information Services position peaked at $896K in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.