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Summit Financial Strategies, Inc. → FIS
Summit Financial Strategies, Inc. FIS Position History
Fidelity National Information Services, Inc. • Services
Quarters held
5
Latest value
$110.2M
Q3 2026
Peak value
$110.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $92.7M |
| Q4 2025 | $96.3M |
| Q1 2026 | $101.6M |
| Q2 2026 | $108.5M |
| Q3 2026 | $110.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $110.2M | 2.55M | — | — |
| Q2 2026 | $108.5M | 2.38M | — | — |
| Q1 2026 | $101.6M | 2.23M | — | — |
| Q4 2025 | $96.3M | 2.09M | — | — |
| Q3 2025 | $92.7M | 2.01M | — | — |
Other funds holding FIS
$4.9B
$4.5B
$3.8B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B