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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
Q2 		$410K Sell
10,542
-1,395
-12% -$60.4K ﹤0.01% 1265
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

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waverly Advisors's FIS Position: Q2 2026 in Review

Waverly Advisors reduced its Fidelity National Information Services (FIS) stake by 12% in Q2 2026, selling an estimated $60.4K and leaving 10,542 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Waverly Advisors first reported a position in FIS in Q3 2013 and has held it in 21 quarters since. The position peaked at $896K in Q1 2025. 863 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Waverly Advisors held 10,542 shares of Fidelity National Information Services worth $410K as of Q2 2026.
  • Waverly Advisors sold 1,395 Fidelity National Information Services shares in Q2 2026, an estimated $60.4K.
  • Fidelity National Information Services made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1265 holding.
  • Waverly Advisors first reported a position in Fidelity National Information Services in Q3 2013 and has held it in 21 quarters since.
  • Waverly Advisors's Fidelity National Information Services position peaked at $896K in Q1 2025.
  • 863 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.